Jake Boberg serves as an Associate Financial Advisor at John Stokes Financial, where he supports the senior advisory team through paraplanning and client service work. With experience at a large financial institution, Jake has worked with his team to provide service to high-net-worth individuals, helping them navigate investment strategies, retirement planning, and comprehensive financial plans tailored to their goals. His commitment to wealth management is driven by his passion for helping people make informed decisions, reach their goal, and secure a stable financial future.
Jake earned his Bachelor of Science in Business Administration with a Finance option from California State University, Long Beach. He holds both the Series 7 and Series 66 licenses and has passed the Securities Industry Essentials (SIE) exam and is a California Department of Insurance agent (license #4513426) for Life, Disability, Health. Additionally, he has achieved his certification as a Financial Paraplanner Qualified Professional (FPQP®), which specializes in financial planning, including ethics, tax, retirement, and insurance.
Outside the office, he enjoys spending time with friends and family, prioritizing a healthy lifestyle, and staying active through activities like running and surfing.