JAKE CIANCIO
Norwalk
Summary
Driven and analytical individual with natural aptitude for financial markets and investment strategies. Possesses deep understanding of market trends and economic principles, coupled with proficiency in financial modeling and data analysis. Committed to leveraging skills to provide impactful investment guidance and achieve client financial goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Lead Investment Consultant
Raymond James
08.2025 - Current
- Analyzed client portfolios to identify investment opportunities and recommend strategies.
- Developed comprehensive financial plans tailored to individual client needs and goals.
- Conducted market research to assess trends and inform investment decisions.
- Facilitated trade transactions and portfolio rebalancing for clients.
Wealth Management Advisor
Lenox Advisors
12.2022 - 03.2025
- Cultivated relationships with high-net-worth and ultra-high-net-worth clients, delivering customized financial advice.
- Performed comprehensive financial assessments to create tailored investment strategies and retirement plans.
- Acquired 61 new clients, expanding the client base significantly.
- Secured $2.3 million in assets under management, enhancing portfolio value.
- Managed over 250 client accounts, each averaging $5 million in net worth.
- Developed personalized financial plans for diverse client portfolios to address individual needs.
- Analyzed market trends to guide investment recommendations and optimize client outcomes.
Financial Representative
Northwestern Mutual
05.2022 - 12.2022
- Delivered personalized insurance services and wealth management advice to clients.
- Implemented technical and financial analysis for tailored investment strategies.
- Conducted extensive research on financial markets to provide informed recommendations.
- Acquired and managed a diverse client base, showcasing analytical and relational expertise.
Education
Bachelor of Science - Finance
University of Delaware
Newark, DE05.2022
Skills
- Financial analysis and modeling
- Market research
- Client presentations
- Portfolio management
- Information consolidation
- CRM software proficiency
- Leadership and team management
- Risk management strategies
- Microsoft Excel expertise
- Investment performance analysis
Certification
- Life & Health - FINRA
- SIE - FINRA
- Series 7 - FINRA
- Series 66 - FINRA
Awards
Congressional Nomination, Received a Congressional Nomination to the United States Naval Academy in 2018.
References
References available upon request.
Timeline
Lead Investment Consultant
Raymond James
08.2025 - Current
Wealth Management Advisor
Lenox Advisors
12.2022 - 03.2025
Financial Representative
Northwestern Mutual
05.2022 - 12.2022
Bachelor of Science - Finance
University of Delaware