Jake McCarthy

As an Investment Advisor Representative, Jake acts as a resource, guiding his clients in making the right 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.

I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities License
• Started with Barnum Financial Group in the Summer of 2019 as an Intern, eventually coming on full time in March 2020

Personal

• Graduated from Quinnipiac University receiving his Bachelor’s of Science in Finance
• While at Quinnipiac, was involved in Relay 4 Life, Support Connection, Quinnipiac Student Investment Portfolio, and played Rugby
• Currently resides in Yorktown, New York
• In his spare time, he enjoys surfing, hiking, aerial cinematography

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

Check the background of this investment professional on FINRA’s BrokerCheck