Jake is a Licensed Wealth Management Advisor and Portfolio Analyst. A Tucson native, he started as an intern at Meridian in the summer of 2022 and was hired full-time shortly thereafter. He earned two degrees from the Northern Arizona University Honors College, a B.S. in Finance and a B.S. in Business Economics.

During college, Jake held multiple internships where he gained valuable experience analyzing market trends and stock valuations. He discovered his passion for the stock market in 2019 when he began doing financial and technical analysis. Jake is committed to working with clients to help them find new opportunities and mitigate risk in their portfolios.

Jake writes detailed published articles on stocks and market analysis as a contributor and analyst for Seeking Alpha, a financial news database. Based on his own opinions and research, he writes weekly articles that educate readers about investing habits and opportunities. He also offers and hosts investment and financial literacy workshops for all ages and groups. Jake is passionate about educating others and contributing to the community, which is why he is a member of the Tucson Young Professionals (TYP) group.

In his free time, Jake enjoys playing basketball, going boxing or golfing, reading, and spending time with his family. He loves to talk about different stocks and market trends and is always eager to learn new things. Please reach out to Jake if you have any questions!

EMAIL JAKE | TUCSON, AZ