Jake Frank
Associate Investment Advisor at Raymond James Ltd
Based in Calgary, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Calgary
Industry
Financial Services
Company size
1.5K
Contact information
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j•••••••@raymondjames.ca
Phone
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Background
About Jake Frank
As part of the OP Elite Wealth group of Raymond James, Jake is passionate about building long-term relationships with families, individuals, and professionals. He focuses on understanding clients’ goals and priorities, guiding them in their financial journeys through education and encouragement. Jake is committed to helping clients make confident financial decisions, empowering them to achieve success through tailored investment strategies and comprehensive financial planning.
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