Financial Advisor Assistant
Jake Walters graduated with his Bachelor’s degree in Business Administration with an emphasis in Finance and Banking and a minor in Real Estate in 2021 from the University of Missouri. Jake is a Columbia native and joined the Convergence team in October of 2021 as a Financial Advisor Associate. He is licensed with his FINRA SIE and Series 7 through LPL Financial and his Series 66 through LPL and Convergence Financial.
Jake’s primary role at Convergence Financial is to help provide concierge-level service to the firm’s clientele. Clients and colleagues alike enjoy working with Jake for his collaborative nature, dedication to his work, and willingness to roll up his sleeves and get the job done. He’s passionate about advocating for financial literacy for younger generations of investors and works with millennials and generation Z to
help them build a strong foundation for their financial future.
Outside of work, Jake enjoys rooting for the Chiefs, conversing over a cup of The Grind coffee, getting a good workout in, or grabbing dinner at his favorite local spot: 1839 Taphouse.