Meet Jake
Jake is a Client Service Specialist based in Walnut Creek, California. He joined Mercer Advisors after serving as a Client Service Associate at Beacon Pointe Advisors. Jake holds the FINRA Series 65 license. He earned a B.A. degree in history from the University of California at Santa Barbara. Jake discovered his passion for finance when he joined the UCSB Investment Connection, later becoming Director of Marketing and Outreach.
His working style
Jake is known for his proactive and detail-oriented approach. He ensures every project starts with a clear understanding of the strategy and requirements, which helps deliver accurate and efficient results. Jake values clear communication and collaboration, often asking the right questions to keep processes smooth and organized. His commitment to precision and client satisfaction makes him a reliable resource for both the team and our clients.
Jake in real life
What keeps you busy outside of work?
I like to keep busy with running, yoga, calisthenics, reading, watching movies, trying restaurants, traveling, and hiking.
What’s one thing you are surprisingly good at?
I can do the splits.
Any words you try to live by?
Discipline is the foundation of success.
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