Jake Pool Email & Phone Number
Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
Jake Pool Location
Wayne, PA, US
Jake Pool Work
- 2010 - now Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
- 2005 - 2010 Vice President @ Morgan Stanley
- 1996 - 2005 Financial advisor @ Legg Mason
- 1986 - 1996 Vice President @ PNC
Jake Pool Education
- University of Michigan - Stephen M. Ross School of Business
MBA (Finance, General)
1984 - 1986 - St. Lawrence University
B.S. (Geology)
1974 - 1978 - The Hill School1972 - 1974
- Wyoming Seminary
Jake Pool Skills
- Wealth Management
- Portfolio Management
- Retirement Planning
- Alternative Investments
- Series 7
- Series 65
- Series 63
- Money Management
- ETFs
- Mutual Funds
Jake Pool Summary
Jake Pool, based in Wayne, PA, US, is currently a Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott. Jake Pool brings experience from previous roles at Morgan Stanley Smith Barney, Legg Mason and PNC Bank. Jake Pool holds a 1984 - 1986 MBA in Finance, General @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7 and more. Jake Pool has 3 emails on RocketReach.
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Top Janney Montgomery Scott LLC Employees
-
Peyton Wylie
Co-Founder of D.A.C. Investment Partners at Janney Montgomery Scott LLC
Philadelphia, PA, US32 -
Jerry Lombard
President and Private Client Group at Janney Montgomery Scott LLC
Philadelphia, PA, US23 -
35+
-
24
-
Daniel Blum
Managing Director, Securities Lending at Janney Montgomery Scott LLC
Philadelphia, PA, US35 -
John Ciccarone
Chief Technology Officer at Janney Montgomery Scott LLC
Freehold Township, NJ, US35+ -
35
-
Liesbeth Roberts
Vice President of Total Rewards at Janney Montgomery Scott LLC
Philadelphia, PA, US31 -
Greg McShea
Senior Vice President and General Counsel at Janney Montgomery Scott LLC
Philadelphia, PA, US35 -
32
-
Kelly Bruchesky
Vice President, Director of Learning at Janney Montgomery Scott LLC
Philadelphia, PA, US34 -
Pat Ehret
Senior Vice President Investments at Janney Montgomery Scott LLC
Philadelphia, PA, US25+ -
35+ -
Kevin Reed
EVP; President of Private Client Group at Janney Montgomery Scott LLC
Philadelphia, PA, US25+ -
Peter Bilinsky
Vice President, Human Resources at Janney Montgomery Scott LLC
Philadelphia, PA, US35+ -
Jessica Landis
VP, Head of Investment Solutions at Janney Montgomery Scott LLC
Philadelphia, PA, US35+
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