Jake Seraphin Email & Phone Number
Financial Planner @ Steigerwald, Gordon & Koch Wealth Advisors
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Jake Seraphin Location
- Middleburg, VA, US
Jake Seraphin Work
- 2022 -now Financial Planner @
- 2019 -2021 Financial Planner @
- 2017 -2019 Paraplanner @
- 2016 -2017 Operations Support Assistant @ Capitol Financial Partners
- 2015 -2015 RIA Intern @
- 2014 -2014 Transaction Advisory Intern @
Jake Seraphin Education
- Virginia Polytechnic Institute and State University
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 Polytechnic Institute and State University. Jake Seraphin has 1 emails and 1 mobile phone numbers on RocketReach.
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