Jake Kreppel

Jake Kreppel is a finance professional currently serving as Vice President of Financial Planning at Kreppel Tax Advisory Group, Inc, a position held since January 2024. Prior to this role, Jake worked as a Private Client Banker at JPMorgan Chase & Co. from November 2021 to January 2024 and as a Financial Consultant at Equitable Advisors from March 2020 to November 2021, where the role of Incoming Financial Consultant was also embraced. Earlier in the career, Jake was a Client Service Associate at Kreppel Tax Advisory Group from July 2016 to August 2019 and gained marketing experience as an intern at JusCollege from December 2017 to March 2018. Jake holds a degree from the Indiana University - Kelley School of Business, completed between 2017 and 2021, and is a graduate of Marlboro High School, where studies took place from 2014 to 2017.