Jake Graff is a Manager and Financial/Investment Advisor at Rise North Capital. Jake focuses on helping clients identify and prioritize their lifestyle goals and financial objectives to then map out short and long-term financial goals. Jake sees his responsibility as a call to arms and ensures that his clients are always fully educated on every topic of interest and import.
Jake has been in the financial services industry for the past 8 years, though he has always been motivated to serve others. Prior to joining Rise North Capital, Jake served in the United States Navy as a Seabee. Now, as a Financial Advisor, Jake has found a new way to continue his service to others by guiding individuals, families, and business owners to achieve financial goals and overcome obstacles.
Jake earned both his Bachelor of Arts degree in Criminal Justice and his Master's degree in Conflict Resolution from the University of Massachusetts Boston. Jake is the father of two boys and when he used to have free time he enjoyed writing, playing with his golden retrievers, Moose and Gator, and adventuring to new restaurants, breweries, wineries, and distilleries with his wife. He is also an avid college football and NFL fan and has a 1st-degree black belt in Krav Maga. Jake lives in Rehoboth, MA.
Jake is insurance licensed in MA, RI, CT, NH, FL, TX, SC, CA, ID, ME, NY, PA, VA, AR, CO, NV, OH, OR, TN, and WA.
Thank you for contacting me.
I will get back to you as soon as possible.
Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
All Rights Reserved | Rise North Capital
Privacy & Terms