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Jake Seraphin Location
Middleburg, VA, US
Jake Seraphin Work
Financial Planner @ (March 2022 - Present)
Financial Planner @ (September 2019 - November 2021)
Paraplanner @ (May 2017 - September 2019)
Operations Support Assistant @ Capitol Financial Partners (December 2016 - March 2017)
RIA Intern @ (May 2015 - August 2015)
Transaction Advisory Intern @ (June 2014 - August 2014)
Jake Seraphin Education
Virginia Tech
Bachelor's degree (Finance, Marketing)
2011-2015
Jake Seraphin Summary
Jake Seraphin, based in Middleburg, VA, US, is currently a Financial Planner at Steigerwald, Gordon & Koch Wealth Advisors. Jake Seraphin brings experience from previous roles at Avenue Wealth, Capitol Financial Partners and Permanent Value Inc.. Jake Seraphin holds a 2011 - 2015 Bachelor's degree in Finance, Marketing @ Virginia Tech. Jake Seraphin has 1 emails and 1 mobile phone numbers on RocketReach.
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