Jake TomesFinancial Advisor, CEO
Phone: 866-834-1040 Jake Tomes is a founding shareholder of the Level Four® network of companies. As CEO, his passion is to develop the financial firm of the future. Through his active participation on industry boards, Jake is committed to making the Level Four® firms, leaders in wealth and risk management. Currently, Jake leads Level Four® Advisory Services' private client group and develops content for the Level Four business development and coaching curriculum. He began his financial career as a State Farm agent working in the North Dallas area. He served as the life, accident and health insurance specialist for local traditional property and casualty agents. Jake joined 1st Global Capital Corporation and 1st Global Insurance Services to help develop the company into a multi-million dollar insurance agency catering to the accounting and legal communities. Jake graduated from Ambassador University and attended graduate school at University of North Texas. He holds FINRA series 7 and 66 securities licenses, and is a Registered Representative and Registered Principal of Lincoln Financial Securities. In addition he is licensed for Life and Health Insurance and Variable Contracts in multiple states. He, his wife Tara, and their two children reside in Oak Point, Texas. You can send an e-mail to Jake by clicking here. 
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5601 Granite Parkway, Suite 890 Phone: 866-834-1040 |
Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Advisory services offered through representatives of Level Four Advisory Services, LLC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Insurance services offered through representatives of Level Four Insurance Services, LLC. The Level Four companies and Lincoln Financial Securities are separate entities.