Wealth Preservation Solutions, LLC
As Senior Wealth Manager at Wealth Preservation Solutions, Jake works alongside CEO, Kevin Ellman, to advise high-net-worth and family office clients on comprehensive wealth planning, focusing primarily on investment strategy and multi-generational guidance. Drawing from his background in both private banking and private wealth management, he partners with clients to design customized, tax-efficient financial plans aligned with their long-term goals. Jake also leads initiatives focused on preparing the next generation for responsible and confident stewardship of family wealth.
Jake began his career at JPMorgan Chase Bank, where he earned recognition in the President’s Club as a top-performing banker. He later joined J.P. Morgan Securities as an Investment Associate before helping lead the team’s transition to Morgan Stanley Private Wealth Management, where he served as a Senior Wealth Management Analyst. In that role, Jake utilized his CERTIFIED FINANCIAL PLANNER™ designation to support the complex planning needs of families and individuals.
Jake earned his Bachelor of Science in Management with a Minor in Business from the Kelley School of Business at Indiana University. He holds FINRA Series 7, 6, and 63 registrations, along with life and health insurance licenses. He lives in New York City with his fiancé, Allison, and enjoys cooking, training, and time with family and friends. In 2024, he completed the New York City Marathon to support spinal cord injury research and rehabilitation initiatives.