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Jake Lacy

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Jake Lacy

Financial Advisor | Raymond James

Colorado, Denver, United States

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Jake Lacy

Summary

Jake Lacy is a seasoned Financial Advisor at Raymond James, specializing in comprehensive financial planning and investment strategies for both businesses and families. With a career spanning over a decade in the financial services industry, Jake has honed his expertise in securities, tax regulations, and client relationship management. His previous roles at notable firms such as Wells Fargo Advisors and Chase have equipped him with a diverse skill set and a robust understanding of the financial landscape. Jake holds a degree from the University of Colorado Denver, which laid the foundation for his professional journey. As a Certified Financial Planner, he is committed to helping clients achieve their financial goals through tailored planning and investment solutions. His approach combines technical knowledge with a genuine interest in the success of his clients, making him a trusted partner in their financial journeys.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jake Lacy

Work Experience

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Financial Advisor / Vice President, Investments at

Raymond James

April 2017 - Present

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Jake Lacy

Education

University of Colorado Denver

January 2004 - January 2008

Frequently Asked Questions about Jake Lacy

What is Jake Lacy email address?

Jake Lacy's primary email address is **********@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jake Lacy work for?

Jake Lacy is a Financial Advisor at Raymond James.

Where Jake Lacy graduated from?

Jake Lacy holds a degree in null from University of Colorado Denver.

How can I directly contact Jake Lacy?

To contact Jake Lacy directly, you can use the email address **********@raymondjames.com. Complete contact information is available upon registration with Muraena.

Who is Jake Lacy?

Jake Lacy is a seasoned Financial Advisor at Raymond James, specializing in comprehensive financial planning and investment strategies for both businesses and families. With a career spanning over a decade in the financial services industry, Jake has honed his expertise in securities, tax regulations, and client relationship management. His previous roles at notable firms such as Wells Fargo Advisors and Chase have equipped him with a diverse skill set and a robust understanding of the financial landscape. Jake holds a degree from the University of Colorado Denver, which laid the foundation for his professional journey. As a Certified Financial Planner, he is committed to helping clients achieve their financial goals through tailored planning and investment solutions. His approach combines technical knowledge with a genuine interest in the success of his clients, making him a trusted partner in their financial journeys.

Jake`s contact details

mail

**********@raymondjames.com

Colleagues

Harry Williamson

Financial Consultant

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Thomas Hartigan

Sales Trader, Sales Manager

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Steven Hartman

Senior Vice President, Wealth Management

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Harvey Cook

Senior Financial Advisor, Senior Vice President

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Matthew Hazelroth

Credit Analyst

Heather Bolster

Financial Advisor

Heather Noyes

Vice President-Investments

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Hector Matos

Director

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Helen Paradise

Investment Banking Associate

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Helen Rice

Senior VP

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