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Jake Stephens

LPL Financial Advisor
CA Insurance Lic. #0I10663
Jake Stephens

Jake is a LPL Financial Advisor with Asset Management Group. He began his career in the financial services industry in 2010. Prior to joining LPL Financial Jake worked for JPMorgan Securities.

His approach to helping clients pursue their financial goals starts with listening. Jake specializes in helping clients find investment strategies that suit their needs. As needs change so should the strategy and Jake’s approach is to help plan for the unexpected just as much as the expected. Jake believes that even though investing is very complex, with proper planning and communication, he can accommodate people with diverse backgrounds and experience levels. Jake does not take a “one size fits all” view but rather, customizes the approach to the client.

Jake has lived in Northern California his entire life. He married his wife Janae in 2011 and together they are raising two daughters. If Jake is not working you may find him serving at his church, spending time with his family, or even at the golf course.

Jake is licensed in life insurance and maintains his series 7, 63 and 66 registrations through LPL Financial.