Jake Niesen

Client Service Associate  WMCP®

Jake is our Client Service Associate. He graduated from Sacred Heart University with a Bachelor's in Finance with a Marketing Minor. Jake holds a Life & Health Producer's License and FINRA Series 6 Investment Company and Variable Contracts Registration. He has also received his Wealth Management Certified Professional® designation. Jake is from Poughkeepsie, NY and when not at work you can find him playing football or golf!

Phone 914-722-1777