Jake H.

Jake H. is an Independent Financial Advisor at Insight Financial Associates since April 2022, previously serving as a Paraplanner at Hackett Wealth Management for a brief period in late 2021. Prior experience includes over four years as a Financial Adviser at St. James’s Place Wealth Management, where Jake H. focused on providing quality financial advice and fostering long-term client relationships. Additionally, Jake H. held roles as an Operations Specialist and Business Assurance Checker at St. James's Place, contributing to operational improvements and efficiency across various locations.