jake newkirk

financial advisor

About

Jake is a part of The GSL Group, a multigenerational * wealth management advisory team based in Pittsford, NY. Jake advises and guides clients in multiple areas: -Asset and Liability Management -Diversified Investments -Trust and Estate Planning Services -Retirement Income Planning -Equity Compensation Management -401k Servicing for Local Businesses. Our clients ask us to proactively find solutions to these areas of their lives so they can spend more time doing what they care about the most. *

Country

united states

City

rochester

Industry

financial services

Skill

financial advising, financial markets, financial advisory services, investment analysis, portfolio management and investment stratgies, estate planning services, corporate retirement plan management, college education planning

Experience

cost analyst

windstream communications

2015-6 - 2016-1 · 8 mos

global investments support

mfs investment management

2016-5 - 2016-8 · 4 mos

financial advisor

merrill lynch

2017-8 - Present · 9 yrs 2 mos

* Our group handles everything from personal investment strategies, to college savings plans for your children. Our team's goal is help you develop a financial strategy that will help you achieve both your short-term and long-term goals. Our holistic and open approach helps clients feel comfortable working with us, forming lifelong relationships. * Email : jacob.newkirk@ml.com * Office Phone: (585) 383-5709

Education

university of dayton

fairport high school

2011-1 - 2013-1 · 2 yrs 1 mo

Activities and Societies: Member of both the Varsity hockey and lacrosse teams.

university of dayton

accounting

2014-1 - 2017-1 · 3 yrs 1 mo

Currently in the first semester of my junior year at the University of Dayton. Activities and Societies: UDCR (University of Dayton Campus Recreation) Referee

queens university of charlotte

accounting

2013-1 - 2014-1 · 1 yr 1 mo

Studied my freshman year at Queens University of Charlotte. Upon completion, i transfered to The University of Dayton. Activities and Societies: Member on the Division 2 Mens Lacrosse team at Queens.Also won the SAC Champion in 2014 with the Mens Lacrosse team.