Jacob Whitaker - Simplified Wealth Management

Research Coordinator | The Financial Services Network

Jacob began his career with The Financial Services Network in May 2020. With experience in accounting, finance, and advocacy, Jacob brings with him a talent for detailed analysis and communication. Dedicated to his future in finance and The Network, Jacob is currently studying for his SIE and plans to acquire both the series 7 and 66 licenses and ultimately, a CFA certification.

Jacob was born and raised in Sacramento. In his free time, Jacob enjoys politics, cars and being with his family and friends.

Sign up for our newsletter.

Contact

About

Insights

Clients

THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION.

WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA)

THE FINANCIAL ADVISORS AT SIMPLIFIED WEALTH MANAGEMENT, INC. ARE REGISTERED REPRESENTATIVES WITH, AND SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH MARINER INDEPENDENT ADVISOR NETWORK, LLC A REGISTERED INVESTMENT ADVISOR. MARINER INDEPENDENT ADVISOR NETWORK, LLC AND SIMPLIFIED WEALTH MANAGEMENT, INC. ARE SEPARATE ENTITIES FROM LPL FINANCIAL.

THE LPL FINANCIAL REPRESENTATIVES ASSOCIATED WITH THIS WEBSITE MAY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS ONLY WITH RESIDENTS OF THE FOLLOWING STATES: CA, HI, OR, FL, PA, TN, AZ, CO, WA, IA, NV, KS, NC, IN, MN, WV, AND TX.

Insurance License Information

LPL Financial Form CRS