We allow you to define the scope of the planning engagement. This way, we only focus on what you feel is most important.
We communicate proactively and address financial issues before they arise. We’ll stay in touch with you on a planned, regular basis – and any time there is an issue.
As your fiduciary, we have a responsibility to offer you the highest quality advice and always do what is in your best interest.
Let’s discuss a plan that will get you where you want to go.
Taking your finances in the right direction is not always easy, especially if you receive advice that isn’t focused on your personal goals. Our team of specialists at Level Four® Advisory Services understands these challenges and can propose targeted solutions for the issues that matter most. Our flexible fee structure is tailored to meet your needs by allowing you to only pay for the advice you find valuable—whether you are an individual, family, business owner, or corporation.
Let us help you navigate – What Keeps You Up At Night?
The Level Four® team works alongside your trusted CRI CPA to supplement your financial planning needs, offering objective advice to our clients on life’s most important financial decisions. As your trusted advisor, we are committed to identifying what is truly important to you.
Complete the survey to help us understand your current goals, priorities, and concerns in your pursuit of financial freedom — Ready to get started?
A: We can! Our specialists have access to a variety of tools that can help you meet your needs. These resources include investment management, corporate and individual retirement plans, and insurance and risk management products.
A: Some firms may focus only on one particular task, such as selling a product or gathering assets. Other firms may require a minimum account size before performing services. Level Four’s clients do not have to meet any minimum qualifications. Our primary objective is to guide you toward financial health – regardless of your size or investment goals.
A: Our fee structure might vary depending on our work together. We may charge an hourly or a project-based rate—and hope to engage clients in the same way they engage with other CRI team members. However, your first conversation with us is complimentary because we want to make it as convenient as possible for you to understand how we can help you meet your financial goals.
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.
Professional Designations General Securities Representative-Series 7, Life, Accident, and Health and Variable Contracts Insurance Agent, Registered Principal of LPL Financial, Registered Representative of LPL Financial, and Uniform Combined Securities & Investment Agent-Series 66
Ambassador University (closed in 1997), Bachelor’s