Jake Hayes is a financial advisor who focuses on goals-based wealth management for families and small businesses. As a Certified Financial Planner (CFP), he strives to develop a comprehensive understanding of what his clients are looking to accomplish and customizes a solution that best meets their needs. Jake is also a Chartered Financial Analyst (CFA) and uses his knowledge and skills to analyze and identify various investment options that are both suitable and appropriate for pursuing long-term financial goals. With only around 5% of financial advisors holding their CFA designation and around 30% of advisors holding their CFP designation, Jake has demonstrated his commitment to provide clients with a high level of service from both a planning and investment perspective.
Starting his career in the United States Navy, Jake served onboard USS Decatur in the engineering department. After his four years in the Navy, Jake earned his bachelor’s degree in business administration & finance from San Diego State University. Before joining LPL Financial, Jake worked as a financial advisor at Merrill Lynch and as a Portfolio Counselor at Fisher Investments.
Outside of work, Jake and his girlfriend Jaycee live in St. Petersburg with their two beautiful boxer puppies. You can catch them outdoors on the weekends and Jake always makes time to get a little fishing in. Both Jake & Jaycee have a passion for traveling and spend as much time as they can visiting new places – they’ve traveled to over 30 countries together and hope to keep that list growing!
Although originally from San Diego, Jake & Jaycee are thrilled to be here in St. Petersburg and are officially calling this their new home base. With plenty of salt water to go fishing nearby Jake can’t justify going anywhere else.
Education, Registrations and Licenses help with LPL Financial:
- Bachelor of Business Administration, San Diego State University
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Advisor Law