Jake is not just a financial advisor; he’s a beacon of financial empowerment, guiding individuals and families towards a debt-free, wealth-building future. With over a decade of personal experience following Dave Ramsey’s principles, Jake and his family have witnessed firsthand the transformative power of financial discipline.
Jake’s approach isn’t about selling products; it’s about education and empowerment. Jake believes in fostering long-term relationships with his clients, guiding them through life’s changes with tailored retirement plans and wealth-building strategies. By providing comprehensive financial planning and personalized guidance, Jake equips his clients with the knowledge and tools they need to make informed decisions and build lasting wealth.
Jake’s journey to financial advising was shaped by his experiences in an inner-city ministry program in Atlanta, Georgia. It was there that his love for people and his desire to make a meaningful difference intersected with his passion for financial literacy. Today, Jake serves clients not only in the Northwest but across the United States, leveraging technology to extend his reach and impact.
At the heart of Jake’s philosophy are the Dave Ramsey Baby Steps, a proven framework for financial success. Whether it’s eliminating debt, creating wealth, or planning for retirement, Jake collaborates with his clients every step of the way, ensuring that their financial decisions align with their long-term objectives.
For Jake Williams, financial advising isn’t just a profession; it’s a calling—a calling to empower individuals and families to take control of their financial futures, one step at a time.
More About Jake:
- He holds FINRA Series 6, 63, and 65 licenses allowing him to serve clients through fee-based or commission- based investing choices.
- He is also licensed for securities and life insurance.
- He loves spending time outdoors, mastering a new recipe on the smoker, and movie nights with his family.
States Registered In: Arizona, California, Idaho, Kentucky, Missouri, Nevada, New York, South Carolina, Utah, Washington
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Freedom Financial Planners are not affiliated.
LOCATION
2025 Lakewood Ranch Blvd, Unit 102
Bradenton, FL 34211
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, AK, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY. Cambridge and Freedom Financial Planners are not affiliated.