Jake entered the financial services industry in 1997 and has over two decades of investment management experience. Jake joined the Hull Group as a financial advisor in 2021. Before joining the Hull Group, Jake was a founding member and President of Arrow Funds an investment management firm specializing in offering portfolio diversification strategies. Prior to starting Arrow Funds, Jake spent 9 years at Rydex Funds in various roles including director of asset allocation programs and was a member of the product development team that created a variety of innovative index and smart beta ETFs. Both firms managed mutual funds and exchange traded funds in a wide variety of asset classes and strategies. Jake believes these varied asset management roles position him to bring a unique investment perspective to the Hull Groups clients. The Hull Group is planning-based, and utilizes fee-based, risk-appropriate asset allocation strategies to help clients meet their long-term goals and objectives. Jake passed the Series 3, 7, 26, 63 and 65 exams. As well as the life and health insurance exams.
Jake lives in Ijamsville Maryland with his wife Julie and three children, Gabi, Brennen and Caleb. He enjoys spending time with his family working out at the local YMCA and being active in his community.