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Jake Pool

Jake Pool

Vice President

Followers of Jake Pool560 followers
location of Jake PoolWayne, Pennsylvania, United States

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  • Timeline

  • About me

    Retired Vice President / Financial Advisor at Janney Montgomery Scott

  • Education

    • Wyoming Seminary

      -

    • The Hill School

      1972 - 1974

    • University of Michigan - Stephen M. Ross School of Business

      1984 - 1986
      MBA Finance, General

    • St. Lawrence University

      1974 - 1978
      B.S. Geology

  • Experience

    • PNC Bank

      Sept 1986 - Jan 1996
      Vice President

      Commercial Real Estate Lending Officer

    • Legg Mason

      Sept 1996 - Jan 2005
      Financial advisor

      Financial Advisor to high net worth individuals

    • Morgan Stanley Smith Barney

      Feb 2005 - Jun 2010
      Vice President

      Financial Advisor providing clear, objective financial advice to high net worth individuals- Wealth Management- Portfolio Management- Financial Planning- Alternative Investments

    • Janney Montgomery Scott

      Jun 2010 - now
      Vice President / Wealth Management, Financial Advisor

      Financial Advisor working closely with high net worth clients through all of life's changing events, and financial challenges

  • Licenses & Certifications

    • MBA