Jake Loescher

Jake Loescher

Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)

Finance
Consumer Services

Profilo

Mr. Jakob C.
Loescher is a Financial Advisor & Team Lead at Savant Capital LLC (Illinois).
He is a team leader of a group of advisors that is responsible for managing approximately $1 billion in assets.
He has particular interest in aligning an individual’s values system with their financial goals and strives to empower clients with an understanding of finance that meets their desire and appetite for information.
He has been involved in the financial services industry since 2007.
He serves on the board of directors for Severson Dells Nature Center, Friends of the Coronado, and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana.
Mr. Loescher is a summa cum laude graduate of Northern Illinois University with a Bachelor of Science degree in Finance and a minor in History.
He is a Certified Financial Planner professional, a Chartered Financial Consultant, an Accredited Investment Fiduciary, a Chartered Retirement Planning Counselor, and a Chartered Retirement Plan Specialist.

Posizioni attive di Jake Loescher

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/05/2007
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Formazione di Jake Loescher

Northern Illinois University Undergraduate Degree

Esperienze
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Aziende private

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Finance

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