Jake Coleman

Jake Coleman is a dedicated Financial Advisor, certified in Life and Health License, and holds his Series 7, Series 63, and Series 66 Securities licenses. As an Investment Advisor Representative, Jake  acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He  helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. A Fairfield University graduate with a Bachelor of Science degree, Jake brings a strong background in sports leadership and teamwork to his professional role. As a former collegiate Lacrosse player and high school team captain in soccer and lacrosse, Jake understands the value of discipline and strategic planning, which he applies to his financial practice.

Residing in Pleasantville, NY, Jake enjoys an active lifestyle, balancing his professional life with a passion for sports, exercising, and social activities. When he’s not working, you might find him on the golf course, attending concerts, or spending time with friends and family. Jake values the importance of personal connections and strives to make a meaningful impact in his clients’ lives, ensuring they are well-prepared for the future and safeguarded against potential losses. With a supportive family including his parents, Margaret and Mark, and his older brother, Max, Jake’s strong family ties and personal interests enrich both his professional and personal life.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

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