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Jake Withnell

Financial Advisor and Certified Financial Planner™ at JGP Wealth Management
Portland, Oregon, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
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Jake Withnell

Financial Advisor and Certified Financial Planner™ at JGP Wealth Management
Portland, Oregon, United States
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Jake Withnell is an accomplished financial advisor who is committed to empowering his clients to make informed decisions about their finances and retirement. With a bachelor's degree in accounting and finance from Eastern Washington University and a certification in financial planning, Jake has cultivated an investment philosophy and personalized approach that instills confidence in his clients. Prior to joining JGP Wealth Management, Jake worked as a Certified Public Accountant at KPMG and Eide Bailly LLP, where he gained a wealth of experience in auditing financial statements and assisting clients with tax preparation. Today, Jake is an integral part of JGP's portfolio management process, where he performs financial model building and analysis, and conducts client cash flow analysis. In addition to his professional accomplishments, Jake is passionate about volunteering with organizations such as the Children's Cancer Association, Family Building Blocks, and New Avenues for Youth.

This public profile is provided courtesy of Clay. All information found here is in the public domain.