Meet Jake Mason, one of the expert wealth managers at Pinnacle Advisory Group.
Author: Jake Mason
Jake spent four years at Georgetown University, with his junior year spent at L’Universite Lumiere in Lyon, France. By the time he’d completed college, he had a Bachelor’s degree in International Finance and a Certificate in Political and Economic Studies, but no clear idea of what he wanted to do with them. Jake secured a job in Boston with Fidelity, working as an assistant to a portfolio manager. He then had stints in marketing and sales at SAFECO Life & Investments in Seattle, and then wholesaling for Sentinel Financial Services. After beginning the process of obtaining his CFP, he signed onto the website for the Financial Planning Association, and found Pinnacle. Jake Mason has been at Pinnacle Advisory Group since 2007.