Jake Kane
Managing Director - Investments
Financial Advisor
Financial Advisor to Institutions and High Net Worth Families
Wells Fargo Advisors Platinum Council1 (2022, 2020, 2019). Consultative methodology used with clients and their other professional advisors. Consults with clients on investment management, cash flow maximization, tax efficiencies, wealth transfer, wealth protection and charitable giving strategies.
Considerable Investment Management Experience
Over nineteen years of experience as a Financial Advisor. Has worked with Edward Jones, Merrill Lynch, UBS Financial Services, and in 2019 joined the Wells Fargo Advisors Private Client Group team.
Significant Corporate Financial Management Experience & Credentials
Held several senior level corporate positions, including serving as Chief Financial Officer for a $900million private equity sponsored start-up, Vice President of Corporate Development for a Fortune 500 Company, and Audit Manager for PriceWaterhouseCoopers.
Community Minded
Currently serves on the Board of the Chautauqua Lake Community Sailing Foundation. Previously served as President and Board Member to the Lakewood Rotary Club. Past Commodore and Board Member of the Chautauqua Lake Yacht Club. Previous Board Member of the South and Center Sewer District. Lead fundraising efforts for the Chautauqua Lake Community Sailing Foundation and other organizations within local community.
Strong Educational Background
Earned an MBA degree from Carnegie Mellon University's Tepper School of Business with a focus on Industrial Administration (1989). Bachelor of Science in Accounting from Pennsylvania State University (1984).
Registered to Practice in
AR, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. | Wells Fargo Advisors is not a legal or tax advisor.
Wells Fargo Advisors Platinum Council1 (2022, 2020, 2019). Consultative methodology used with clients and their other professional advisors. Consults with clients on investment management, cash flow maximization, tax efficiencies, wealth transfer, wealth protection and charitable giving strategies.
Considerable Investment Management Experience
Over nineteen years of experience as a Financial Advisor. Has worked with Edward Jones, Merrill Lynch, UBS Financial Services, and in 2019 joined the Wells Fargo Advisors Private Client Group team.
Significant Corporate Financial Management Experience & Credentials
Held several senior level corporate positions, including serving as Chief Financial Officer for a $900million private equity sponsored start-up, Vice President of Corporate Development for a Fortune 500 Company, and Audit Manager for PriceWaterhouseCoopers.
Community Minded
Currently serves on the Board of the Chautauqua Lake Community Sailing Foundation. Previously served as President and Board Member to the Lakewood Rotary Club. Past Commodore and Board Member of the Chautauqua Lake Yacht Club. Previous Board Member of the South and Center Sewer District. Lead fundraising efforts for the Chautauqua Lake Community Sailing Foundation and other organizations within local community.
Strong Educational Background
Earned an MBA degree from Carnegie Mellon University's Tepper School of Business with a focus on Industrial Administration (1989). Bachelor of Science in Accounting from Pennsylvania State University (1984).
Registered to Practice in
AR, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. | Wells Fargo Advisors is not a legal or tax advisor.