Jake Harrison, CFA

Jake Harrison, CFA

Senior Vice President - Investment Officer

About

The Quasha Harrison Private Wealth Management Group of Wells Fargo Advisors believes that success reaches beyond the balance sheet. Our commitment to serve clients and promote their legacies is rooted in trust, integrity, and our history of service. Each individual's journey is unique, and we take great pride in helping our clients craft personalized strategies that align with their values, goals, and dreams. By fostering enduring relationships with our clients' families, we empower our clients to become the architects of their own legacies and create a lasting impact on those who matter most in their communities. To symbolize our commitment to our clients’ legacies, we decided to incorporate the image of an Oak Tree into our logo. Oak trees are known for their remarkable longevity, often living for centuries. They provide shelter from the elements and nourishment for their ecosystem. Similarly, our mission is to preserve and grow our clients' wealth so it may provide for generations to come. We work diligently with our clients to plan for their family's future, instilling confidence that their wealth may endure through the strongest of storms. The Quasha Harrison Private Wealth Management Group takes a holistic approach to wealth management. Our group curates comprehensive investment plans and manages portfolios for high-net-worth and ultra-high net worth families and institutions. We recognize that planning goes beyond a portfolio. By coordinating investment management with our clients' tax* and estate* plans and advisors, we ensure our client's sophisticated needs are met in a timely and coherent manner. This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KS, MA, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TX, VA, WA, and WY only. * Wells Fargo Advisors and its affiliates do not provide legal or tax advice. CA Insurance License Number: 4022472. Resident State: CA. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Country

United States

City

San Francisco

Industry

Financial Services

Skill

Financial Analysis, Economics, Public Speaking, Stata, Microsoft PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Leadership, Statistics, Behavioral Finance, Customer Service, Research, Data Analysis, VBA Programming, Econometrics

Experience

Quasha/Harrison Private Wealth Management Group of Wells Fargo Advisors

Senior Vice President - Investment Officer

Quasha/Harrison Private Wealth Management Group of Wells Fargo Advisors

2025-3 - Present · 1 yr 7 mos

San Francisco, California, United States

Wells Fargo Advisors

First Vice President - Investment Officer

Wells Fargo Advisors

LinkedIn
2024-3 - 2025-3 · 1 yr 1 mo

San Francisco, California, United States

Quasha/Harrison Private Wealth Management Group of Wells Fargo Advisors

Financial Advisor

Quasha/Harrison Private Wealth Management Group of Wells Fargo Advisors

2019-8 - 2024-3 · 4 yrs 8 mos

San Francisco, California, United States

Franklin Templeton

Intern - USAS

Franklin Templeton

LinkedIn
2018-6 - 2018-8 · 3 mos

San Mateo, CA

Education

University of California, Berkeley

University of California, Berkeley

LinkedIn

Economics with Honors

2015 - 2019 · 4 yrs
Chico High School

Chico High School

LinkedIn
2011 - 2015 · 4 yrs

Jake Harrison, CFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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