Jake Stanczyk Email & Phone Number
Advisor @ JMG Financial Group, Ltd.
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Jake Stanczyk Location
- Brookfield, WI, US
Jake Stanczyk Work
- 2024 -now Advisor @
- 2022 -2024 Financial Planner @
- 2019 -2022 Senior Associate, Wealth Planning (Tonkawa) @
- 2016 -2019 Wealth Manager @
- 2015 -2016 Client Service Manager and Technology Manager @
- 2014 -2015 Financial Planning Analyst at Terrey Pine Wealth Advisors @
- 2013 -2014 Financial Planning Intern at Terrey Pine Wealth Advisors @
- 2012 -2013 Treasurer @
- 2012 -2013 Accounting and Finance Intern @
- 2012 -2012 Student @
Jake Stanczyk Education
- College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2014-2015 - University of Minnesota - Carlson School of Management
Bachelor’s Degree (Accounting and Finance)
2010-2014 - Brookfield Academy
High School
2006-2010
Jake Stanczyk Skills
- Finance
- Financial Analysis
- Financial Planning
- Tax
- Financial Modeling
- Internal Communications
- Leadership Development
- Retirement Planning
- Sales
- Excel Models
- Budgets
- Account Reconciliation
- Auditing
- Spreadsheets
- Microsoft Excel
- Leadership
- PowerPoint
- Accounting
- Portfolio Management
- Business Analysis
- Investment Advisory
- Strategic Planning
- Financial Services
- Morningstar
- Mutual Funds
- Cash Flow Forecasting
- Microsoft Office
- Microsoft Word
- Time Management
- Customer Service
- Bookkeeping
- Project Planning
- Valuation Modeling
- Technology Integration
- Tax Preparation
- Business Process Improvement
- SaaS
- Financial Reporting
- Project Management
- ETFs
- Tax Returns
- Services
- Returns
- Greek
- Overseeing
- Expenses
- Allocating
- England
- Scholarships
- Management
- Delta
- Financial Statements
- Insurance Planning
- Politics
- Science
- Globalization
- Year End
- Business Services
- Asset Allocation
- Inventory
- Risk Management
- Transitions
- Documentation
- Accounts Payable
- CAPA
- Payroll
- London
- Gamma
- Barriers
- Economics
- Majors
- Journal Entries
- Falcon
- Investment Portfolio
- House
- Pharmacy
- Accounts Receivable
- Presentations
- Income
- Responsibility
- Six Sigma
- Minneapolis
- International
- Portfolio
- IRS
- Bank Statements
- International Marketing
- Asset
- Culture
- Business Communications
- Meetings
- Recruiting
- Securities
- Competition
- Intermediate Level
- Microsoft PowerPoint
- Teamwork
- Research
Jake Stanczyk Summary
- Jake Stanczyk, based in Brookfield, WI, US, is currently a Advisor at JMG Financial Group, Ltd.. Jake Stanczyk brings experience from previous roles at The Advocate Group, Carlson, Accredited Investors Wealth Management® and MD Financial Advisors. Jake Stanczyk holds a 2014 - 2015 CFP Certification Professional Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Finance, Financial Analysis, Financial Planning, Tax, Financial Modeling and more. Jake Stanczyk has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jake Stanczyk
Jake Stanczyk
Advisor
Brookfield, WI, US
Top JMG Financial Group, Ltd. Employees
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Melissa Walsh
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Michelle Rozsypal
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Richard Pawelko
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Eric Berkowitz
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Jake Stanczyk
Advisor
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Anthony Cecchini
Principal, CEO
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Jeff Dohner
Chief Compliance Officer
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John Karavouzis
Financial Advisor
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Oscar Cantu
Chief Client Solutions Officer
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John White
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William Alexander
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