Jake Walker CFP®

Partner/Financial Advisor at Clarify Wealth Management, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board

Experience

  • Clarify Wealth Management, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner/Financial Advisor
      • Jan 2022 - Present

  • Cascade Apollon, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Feb 2019 - Jan 2022

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Aug 2015 - Aug 2018

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Repesentitive
      • Mar 2013 - Jul 2015

  • UPS
    • United States
    • Truck Transportation
    • 700 & Above Employee
    • Supervisor
      • Apr 2009 - Jun 2013

Education

  • University of Cincinnati
    Bachelor's degree, Finance
    2010 - 2014

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