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Jake Lacy
Jake Lacy
Financial Advisor | Raymond James
Colorado, Denver, United States
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.
Jake Lacy
Work Experience
Financial Advisor / Vice President, Investments at
Raymond James
April 2017 - Present
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
**********@raymondjames.com
Colleagues
Financial Consultant
Sales Trader, Sales Manager
Senior Vice President, Wealth Management
Senior Financial Advisor, Senior Vice President
Credit Analyst
Financial Advisor
Vice President-Investments
Director
Investment Banking Associate
Senior VP