Jake Jones serves as a Wealth Manager at SA3 Wealth, bringing a background in both financial planning and real estate investment to his role. Jake is passionate about helping hardworking families, business owners, and professionals make confident decisions about their financial futures through personalized strategies and clear guidance.
His focus areas include retirement planning, income protection strategies, and tax-efficient wealth-building strategies. Jake is committed to simplifying the complex and creating written financial roadmaps that allow clients to work toward preserving what they’ve built while aiming to grow their wealth and optimize their long-term outcomes.
Jake began his career in financial services with Northwestern Mutual before joining SA3 Wealth, where he saw the opportunity to serve clients with a more personalized, independent approach.
Jake and his wife, Brittney, live with their two young children, Brady and Maddyn. Outside of work, Jake enjoys coaching youth sports, fitness, and spending time with his family.