Jake is dedicated to being a reliable & trusted source for RIA's to use for driving organic growth and improving client outcomes. He currently holds a series 6 and 63 license, as well a Tennessee Life and Health Insurance license. Jake is a University of Iowa alumnus.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.
