Jake Lewis

Jake Lewis is a Client Operations Associate at 49 Financial since April 2024, where the role involves supporting investment advisory services under 49 Wealth Management, LLC. Prior to this position, Jake served as an Executive Assistant at Principal Financial Group starting in July 2020, engaging with securities and advisory products. Earlier experience includes working as an Office Aide at The Greater Brandon Chamber of Commerce in 2018, managing various office operations. Jake Lewis holds a Bachelor's of Science in Business Administration from the University of Central Florida, earned between May 2019 and December 2022, and a High School Diploma from Jesuit High School of Tampa, Florida.