Jake Wham

Jake Wham has a diverse work experience spanning over several years. Jake started as a Sales Assistant at Smith-Western Co., where they were responsible for setting up displays, organizing shipments, and selling souvenirs to various clients. Jake then worked as an Operations Analyst at Scanner Applications, where they evaluated retailer promotional details and analyzed incoming data. Following this, they joined Merriman Wealth Management, LLC, where they held multiple roles, including Account Manager, Marketing Analyst, Business Analyst, Operations Manager, and currently serves as the Director of Operations. In these roles, they were responsible for tasks such as processing transactions, resolving client inquiries, analyzing firm data, providing actionable intelligence, and organizing policies and procedures.

Jake Wham earned a Bachelor's degree in Mathematics from DePauw University, where they attended from 2002 to 2006. In addition to their degree, they also obtained the Series 65 certification from The Financial Industry Regulatory Authority (FINRA) in October 2013.