Jake Waddoups

Background

About Jake Waddoups

As a financial advisor at Raymond James, I provide financial recommendations that help individuals and families pursue their goals. I focus on building personal relationships of integrity and trust. Once I understand the clients' needs and wants, I leverage the world-class capabilities of Raymond James to provide answers that may include- Custom investment advice - Retirement planning strategies and - Wealth transfer or estate strategies My areas of strength include helping those who are preparing for retirement, starting or growing a small business retirement plan, and customized investment advice. As a CFP® professional, I fully embrace the responsibility to serve clients with integrity and professionalism. I welcome a connection from those who share these same ideals and who are passionate about reaching their goals. Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm