LPL Financial Planner & Advisor
Jake is a LPL Financial Planner and Advisor at Bolvin Wealth Management. With a rich background in investment banking, Jake's expertise was honed at Canaccord Genuity, where he was a financial advisor to growth-stage software companies. His academic journey at Boston College, where he studied Finance and Philosophy, reflects his unique blend of analytical insight.
A Duxbury, Massachusetts native, Jake's passion extends beyond finance. He's an outdoor enthusiast who wakeboarding in the summer, hiking & exploring the mountains in the fall, winter, and spring, sometimes even skiing down them.
Holding his FINRA Series 7 and 66 licenses through LPL Financial, Jake combines his love for adventure with his commitment to guiding clients towards their financial goals.