Jake is a Financial Advisor with Cornerstone Advisors. He currently holds Series 7 and 66 registrations along with Life, Disability, and Health Insurance licenses. Jake believes in taking a holistic approach when evaluating individual and business finances. He believes in taking advantage of opportunities when they arise and maximizing the power within those opportunities.
Jake provides various traditional employee benefit such as 401(k), ROTH IRA, IRA, life insurance, health insurance, disability insurance, and wealth preservation strategies. He also provides advice regarding debt re-structuring, debt elimination, business financing strategies, business consulting, and human resource management.
Jake attended law school at Florida Coastal School of Law on a scholarship and earned his Doctor of Jurisprudence (J.D.). While attending law school he was Vice President and then President of the J. Reuben Clark Law Society. Some highlights of his time serving in this role was attending seminars with guest speakers Supreme Court Justice Antonin Scalia and ClarenceThomas. In addition to serving in these roles, Jake interned with the county of Jacksonville Florida in the Ombuds department. There he assisted in resolving contractual disputes between various vendors and the county.
Jake enjoys spending time with his family and friends playing various sports and participating in other outdoor activities. He is married to Suzanne Boone Munk of Ucon, Idaho and loves watching their two daughters play softball, basketball, soccer, and volleyball. Jake also loves to travel with his friends and family with the Caribbean as his favorite place to visit!