Jake Graefe

Sr. Paraplanner & Associate Financial Advisor

Jake is a Paraplanner at Legacy Private Wealth Partners. He enjoys working with clients to help them achieve their financial and personal goals.

Jake took a unique path to his career in wealth management. He graduated from Grand Canyon University with a degree in mechanical engineering and a master’s in business administration. He started his career in the aerospace industry until he decided he wanted the opportunity to connect with clients and serve others. Jake subsequently earned his SIE®, Series 7, and Health and Life insurance certifications.

Outside of work, there’s nothing Jake loves more than spending time with his family and friends, indulging in activities such as golf, volleyball, and skiing, and enjoying life with his wife Emily.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.