EXPERIENCE: Jake has been in the financial services industry since 2020, bringing five years of U.S. Air Force service and a deep commitment to doing things right. He enjoys working with pre-retirees approaching the next chapter, young families building their financial foundation, and entrepreneurs growing their businesses. He also works closely with tech professionals navigating RSUs, stock options, and equity-based compensation. A bilingual advisor (English/Korean), he specializes in serving Asian American families in the Austin area — helping bridge the gap between cultural values and smart financial strategy. His approach is education-first, practical, and centered on helping clients make confident financial decisions.
EDUCATION & CREDENTIALS:
- A.A.S. in Business Administration — Austin Community College
- B.S. in Finance (expected 2026) — Penn State World Campus
- FINRA Series 7, 65, and 66 securities registrations
- Life & Health Insurance License
COMMUNITY:
- Asian Chamber of Commerce member
- Active in church ministry and small business outreach
INTERESTS:
- Serving others at church
- Playing with his two kids
- Spending time with family