Wealth Management Associate

Jake Johnson


I graduated from the University of San Diego in 2021 with an undergraduate degree in Finance and Marketing. As a Colorado native from the Golden area, I have always appreciated the beautiful landscape, but wanted to live near the ocean for a few years to pursue my business education.

I am intrigued by the stock market as my father has worked in the finance industry for over 30 years. Through his guidance, I was able to determine my career interests at an early age and develop skills before taking specialized courses. I’m working towards my CFP® certification so that I can further assist clients with achieving their goals.


University of San Diego 

  • Bachelor of Business Administration in Finance and Marketing
Insights & Resources