Financial Professional Liaison
Jake currently serves as a liaison between Jim Lineweaver and his clients. In collaboration with Jim, Jake assists in servicing financial and investment plans to deliver an exceptional client experience. He also provides full back-office support.
Jake graduated from the University of Dayton and received a degree in Finance with a concentration in Investment Management. He holds 66, and life and health insurance licenses. Outside the office, he enjoys spending time with his family and dog at Lake Erie.
Lineweaver Wealth Advisors, LLC is a Registered Investment Advisor.
*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.
1: Crain's Top 25 RIA: Based on assets under management
