MBA, Finance and Data Analytics, Rutgers University
B.S. Economics, Rutgers University
FINRA Series 7 and 66
Life, Accident & Health
Jake Lown brings a background in finance and economics and a specialty in financial modeling and forecasting to every client plan. His job is the quantitative engine of the James Walter Process: stress-testing retirement projections, modeling exit scenarios and tax outcomes, and synthesizing market research, financial statements, and industry data into a complete picture.
He understands that financial planning can be complex, and he takes pride in breaking complex concepts into clear, understandable terms. Whether a client's goal is maximizing returns, minimizing risk, or balancing both, Jake is committed to helping them get there. He believes financial success is a journey, not a transaction.
Jake and his wife Adra live in West Chester, PA with their daughter Lily and their two dogs, Ben and Cooper. Outside the office, he composes music and spends time with family.