Jake Elias

Jake Elias is a Senior Wealth Associate. He assists with the ideation and implementation of Schechter’s custom solutions for the Advanced Life Insurance and Investment Advisory groups. Jake works directly with advisors and strategic partners, helping design custom strategies and financial plans specifically tailored to each client. He strives to be an expert through a proactive approach to the financial marketplace, and understand the “why’s” and “how’s” of various investment vehicles.

Jake is a graduate of Indiana University and received his Master of Business Administration in Finance degree from Western Michigan University. He enjoys playing golf and being outdoors.

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

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Jake Elias