Jake Gross currently serves as an Advisor Transition Specialist at Hilltop Securities Inc., a position held since January 2023. Prior to this role, Jake worked as a Financial Planning Consultant at Equitable from August 2021 to January 2023. Earlier experience includes an internship in accounting at WebbMason Marketing from May 2019 to August 2019. Jake Gross earned a Bachelor of Science degree in Finance and Financial Management Services from The University of Alabama, completing the program in 2021, and is a graduate of St. Paul's School (MD), where education took place from 2013 to 2017.