Jake Szulinski's Location
Wayne, PA, US
Jake Szulinski's Work
- Financial Advisor @ Edward Jones
- Partner @ Valley Creek Advisors, LLC
- Financial Advisor @ Wells Fargo Advisors
- Broker Funded Sales Associate @ Wells Fargo Advisors
Jake Szulinski's Education
- Monmouth University
Bachelor's Degree (Finance)
Jake Szulinski's Skills
- Leadership
- Series 63
- Fixed Annuities
- Bonds
- Indexed Annuities
- Certified Divorce Financial Analyst
- Retirement Planning
- Financial Planning
- First Time Home Buyers
- IRAs
Jake Szulinski's Summary
Jake Szulinski, based in Wayne, PA, US, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at Valley Creek Advisors, LLC and Wells Fargo Advisors. Jake Szulinski holds a Bachelor's Degree in Finance @ Monmouth University. With a robust skill set that includes Leadership, Series 63, Fixed Annuities, Bonds, Indexed Annuities and more, Jake Szulinski contributes valuable insights to the industry. Jake Szulinski has 2 emails and 1 mobile phone number on RocketReach.
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