Jake is an Advisor Assistant at Brent Financial Group, where he plays a key role in supporting Laurie with the delivery of personalized financial solutions. He holds a Bachelor of Arts in Business Administration with a minor in Computer Information Systems from Flagler College, equipping him with a unique blend of financial insight and technological proficiency.
Jake is currently pursuing his FINRA Series 7 and 63 securities registrations, life insurance licenses, and his CERTIFIED FINANCIAL PLANNER® (CFP®) certification, further demonstrating his commitment to professional growth and excellence in client service.
Originally from the Hudson Valley, Jake spent eight years living in Florida, where he developed a strong appreciation for the outdoors and a passion for fishing. Outside of work, he enjoys hiking, traveling to concerts, and spending time with his two cats.