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Experience

Jake has over ten years of financial services experience, including six years in technology investment banking. Throughout his career, Jake has advised over 30 public and private companies on buy-side, sell-side, and debt/equity capital transactions. Prior to joining Janney, Jake held roles Moelis & Company, Union Square Advisors, and CLSA.

Jake earned an M.B.A. in Finance at Duke University’s Fuqua School of Business and his B.B.A in Finance from the University of Texas Austin McCombs School of Business. 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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