Jake Smith

    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Jacob (Jake) Smith is an Internal Sales Coordinator & Financial Services Professional with WestPoint Financial Group.

    Jake is a graduate of St. Ambrose University.  He received a Bachelor of Science degree in Economics and Finance.

    With over 12 years of industry experience, Jake and his staff provide high level, one-on-one support for all your client’s needs.  Services include but are not limited to the following: case consultations, estate and business planning knowledge, marketing and illustration support, strategy design as well as product positioning strategies and presentations.

    Jacob Smith is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC (www.SIPC.org).  Supervisory office 8044 Montgomery Road, Suite 620 Cincinnati, OH  45236. Phone (513) 332-9980. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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    Peoria Office

    Satellite Office

    401 S.W. Water Street, Suite 303
    Peoria, IL 61602

    CRN202008-234750