Jake Howeth has over a decade of experience in the financial planning industry, working closely with individuals and families to help them navigate complex financial decisions and build long-term wealth strategies. Throughout his career, he has developed a strong foundation in investment management, retirement planning, and comprehensive financial planning.
Jake holds his Series 7 and Series 66 licenses, as well as a state insurance license, equipping him with the regulatory knowledge and technical expertise necessary to serve clients with diverse financial needs. He earned his Master’s degree in Personal Financial Planning from Texas Tech University, one of the nation’s leading programs in financial planning education.
Over the course of his career, Jake has worked extensively with high-net-worth clients, providing thoughtful guidance on investment strategies, risk management, and long-term financial goals. Known for his client-focused approach, he is committed to delivering clear, practical advice that helps clients make informed financial decisions with confidence.