Tad Jakes (CFP®, EA)

Tad Jakes focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
April 17, 2023