Jake Sturgill Email & Phone Number
Founder and Financial Advisor @ Sturgill Financial Partners
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Jake Sturgill Location
- Westminster, MD, US
Jake Sturgill Work
- Founder and Financial Advisor @ (January 2026 - Present)
- President and LPL Financial Advisor @ (January 2015 - January 2026)
- Sales Support Associate @ (April 2013 - January 2015)
- Brokerage Financial Representative @ (January 2012 - April 2013)
- Retail Client Consultant @ (September 2010 - January 2012)
Jake Sturgill Education
- College for Financial Planning
CFP® (Financial Planning and Services)
2013-2014 - James Madison University
Bachelor of Science (B.S.)
2006-2010
Jake Sturgill Skills
- Management
- Financial Advisory
- Series 63
- Sales Operations
- Investments
- Sales
- Asset Management
- Finance
- Customer Service
- Asset Allocation
- Retail
- Series 7
- Retirement Planning
- Equities
- Financial Planning
- Mutual Funds
Jake Sturgill Summary
- Jake Sturgill, based in Westminster, MD, US, is currently a Founder and Financial Advisor at Sturgill Financial Partners. Jake Sturgill brings experience from previous roles at Puckett & Sturgill Financial Group and T. Rowe Price. Jake Sturgill holds a 2013 - 2014 CFP® in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Management, Financial Advisory, Series 63, Sales Operations, Investments and more. Jake Sturgill has 2 mobile phone numbers on RocketReach.
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Jake Sturgill
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