Jacob (Jake) Smith is an Internal Sales Coordinator & Financial Services Professional with WestPoint Financial Group.
Jake is agraduate 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.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Jake’s Licenses and Disclosures