As an Equity Analyst, Jake plays a key role in researching companies to identify potential investment holdings.
Prior to joining Carson Wealth, Jake worked as a Financial Analyst at SilverStone Group, Inc. He earned his BS degree in Chemistry and MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder.
He enjoys fishing, reading, horticulture (specifically Orchids), coral reef husbandry, and cooking in his spare time.