Jake is the chief executive officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital Group. He leads a team of more than 100 professionals including certified financial planners (CFPs), certified public accountants (CPAs), and investment advisor representatives (IARs) in providing a broad base of financial solutions and services to personal, business, and institutional clients. The Level Four team delivers comprehensive and objective financial advice to over 10,000 clients. The Level Four approach focuses on corporate and executive retirement planning, asset management, and estate and insurance planning advice. Jake utilizes more than 20 years of financial industry experience to help lead the firm’s key initiatives.
Jake is an active member of many industry associations and boards. He holds NASD Series 7, 24, and 66 securities licenses and is licensed for Life and Health Insurance and Variable Contracts in multiple states.
General Securities Representative-Series 7
Life, Accident, and Health and Variable Contracts Insurance Agent
Registered Principal of LPL Financial
Registered Representative of LPL Financial
Uniform Combined Securities & Investment Agent-Series 66
Ambassador University (closed in 1997), Bachelor’s