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Jake Wade Location
Dallas, TX, US
Jake Wade Work
Founder @ (January 2026 - Present)
Associate @ (July 2024 - December 2025)
Private Banking Analyst @ (July 2022 - July 2024)
President @ (November 2020 - January 2022)
Audit Intern @ (May 2021 - July 2021)
Accounting Intern @ (May 2019 - August 2019)
Assistant @ (May 2018 - August 2018)
Jake Wade Education
Baylor University
Master's degree (Accounting)
2021-2022
Baylor University
Bachelor of Business Administration - BBA (Accounting)
2018-2022
Jake Wade Summary
Jake Wade, based in Dallas, TX, US, is currently a Founder at Shepherd Advisory LLC. Jake Wade brings experience from previous roles at J.P. Morgan Private Bank, Alpha Tau Omega Fraternity and KPMG Ireland. Jake Wade holds a 2021 - 2022 Master's degree in Accounting @ Baylor University. Jake Wade has 1 emails on RocketReach.
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