Jake Marshall

Jake Marshall is a seasoned finance professional with extensive experience in investment management and advisory services. Currently serving as Managing Director at Wealth Enhancement Group since June 2022, Marshall leads a comprehensive planning approach focused on fostering long-term client relationships. Prior to this role, Marshall was a Partner at KINGS POINT CAPITAL MANAGEMENT LLC from January 2019 until its merger with Wealth Enhancement Group in June 2022. Additionally, Marshall held the position of Portfolio Manager at Kings Point Capital Management from 2010 to June 2022 and served as Vice President at Fidelity Investments from 1995 to 2010. Jake Marshall earned a Bachelor of Business Administration in Finance from Emory University's Goizueta Business School from 1991 to 1995.