Jake Stone

About Jake

Growing up in the Raleigh, North Carolina area I was blessed with an amazing family and friends. I played many sports as a child, but the older I became I grasped on to golf as my favorite and most enjoyable. Some of my greatest memories as a teenager was traveling with my father to golf tournaments all throughout the country to accomplish my goal of playing collegiately. In 2012, that dream became a reality when I came to King University in Bristol, TN on an athletic and academic scholarship. Other than being involved in NCAA DII athletics, I was a member of the college’s honor council, the NCAA Student-Athlete Advisory Committee, and was a four-time academic all-conference member. In 2015, I interned with the American Junior Golf Association and traveled across the entire United States running the most competitive junior golf events in the country; this internship was one of the best experiences of my life.

After receiving a bachelor’s degree in Economics and Political Science I stayed in Bristol, TN to further my education. In the spring of 2017, I graduated from King University with a Master of Business Administration and a specialization in Project Management.

In May of 2017, I began my career in the financial services industry with GAAM Wealth and since then I have grown my knowledge and skillset substantially. I served our clients and organization in many roles over the years, but my true passion is being an advisor. Our team manages people’s life savings which is an honor and privilege. We help people to work towards financial freedom to enjoy life now and to make the complex world of finance simple.

Giving back and being involved in the community is a passion of ours at Carson Wealth. With that being said, I serve on the Board of the Make-A-Wish Foundation of East Tennessee, where I also act as
the chapter’s treasurer.

I am blessed to be married to my wife Abby and we have two children, Emerson and Cameron. We also have one four-legged child named Ellie who’s a golden retriever/German Shephard mix. Abby and I both enjoy traveling to new places and spending time with friends and family. Our goal is to provide our son and daughter with the opportunity to travel and experience as many different cultures as possible.

Jake is not registered with Cetera Advisor Networks, LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with CWM, LLC nor Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by CWM, LLC or Cetera.