As the CEO of Level Four® Advisory Services, LLC (Level Four®), Jake is dedicated to building the firm of the future and driving its vision. Since forming Level Four® in 2000, it has been his goal to disrupt the financial services industry and to lead and embrace change. Level Four® has tasked itself with the mission of “changing the way financial advice is delivered.” When many traditional firms were still focused on product sales and asset management services and only had limited ways to engage with financial professionals, Jake was focused on offering a truly fiduciary client experience. Today, Level Four®’s clients have access to a diverse team of specialists focused on the delivery of independent financial advice, not exclusively nor dependent upon assets under management. This approach has allowed clients to receive objective and personalized financial advice.
In 2014, Jake led the merger with Top 20 CPA firm Carr, Riggs & Ingram, LLC to make one of the largest wealth management firms in the country. With nearly 20 years of experience in the industry and 200 associates, Jake uses his expertise to build upon the rapid growth of the Level Four® companies.
Jake graduated from Ambassador University and attended graduate school at the University of North Texas. Jake holds multiple Investment Advisor, FINRA, and Insurance licenses as he leads the Level Four® Advisory Services team.