Newfront Insurance
Jake Daly, AIF®, currently serves as Vice President of Retirement Services at Newfront, holding a dual 3(21) and 3(38) co-fiduciary role where consultation focuses on retirement plan design, investment governance, and regulatory compliance. Notable accolades include repeated recognition as a NAPA Top Advisor Under 40 and membership in multiple Top Retirement Plan Advisor Teams from 2020 to 2025. Prior to Newfront, Jake worked as a Retirement Plan Consultant at Empower and Marsh & McLennan Agency - West, as well as a Financial Advisor at JPMorgan Chase & Co. Jake holds a Bachelor of Science in Finance from Sonoma State University and has education from the United States Air Force Academy.
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