As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him.
Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his bachelor’s degree in Communications from California State University, Northridge. After college, he decided to pursue his interest in financial services and took a position at LPL Financial. As a Service Professional, Jake assisted the firm’s advisors and provided administrative and tech support to help streamline the customer experience. Though this position solidified his interest in the field, it also made him realize that he wanted to work more directly with clients.
A couple years later, Jake found his perfect career match as a Simplify365 Associate Vance Wealth. This unique hybrid position allows him to work closely with clients and support other advisors on the team. Between working with a great team and serving the Vance Wealth family of clients, Jake has found the professional fulfillment he was looking for, and he’s confidently on the path to achieving his dream of becoming a CERTIFIED FINANCIAL PLANNER™.
Outside of the office, you can find Jake relaxing watching one of his favorite TV shows or movies, which has been a passion of his since he started acting at seven years old. But if he’s not kicking back with a good show, he enjoys writing, building computers, or spending time with his close friends.
Jake Johnson is a Simplify365 Associate for Vance Wealth and can be reached at firstname.lastname@example.org.