About me
James “Jake” Tate, Jr., CFP®
Financial Advisor
Jake joined the Green Fairways Wealth Management team in July 2015. As a CERTIFIED FINANCIAL PLANNER™ professional, Jake specializes in Multi-Generational Wealth Planning. Working with the second and third generation of current clients, Jake utilizes planning strategies to ensure that each family's wealth and legacy are properly managed. Jake often works with Millennials and pre-retirees, and being a Millennial himself, he understands the perspective of his peers. He guides them by creating an investment plan that prioritizes their unique goals and objectives.
Jake was born and raised in Venice and is a fifth-generation Floridian. Jake leads Community Involvement for Green Fairways Wealth Management, and he serves on several boards. He is active in the Venice Chamber of Commerce, serves on the Big Brothers Big Sisters Community Board, and is a mentor with Big Brothers Big Sisters. Jake and his wife, Jillian, enjoy raising their daughter, Emerson Grace, in the community where they both grew up. Jake is an avid reader and loves the outdoors…golfing, fishing, boating, skiing, and sporting events.
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Professional Licenses and Associations:
- Series 7 and 66 Licenses
- Life, Health, and Variable Annuity Insurance Licensed
- Auburn University – B.S. in Economics
- CERTIFIED FINANCIAL PLANNER™
- Sertoma Club of Venice
- Venice Area Chamber of Commerce
- Board Chair for the Venice Community Board of Big Brothers Big Sisters of the Suncoast
- President of the Auburn University Alumni Club in Sarasota County
Jake is proud to continue the family legacy of providing the highest level of personal service and professional integrity to his clients. “I’ve seen the hard work and dedication my parents have given to this business and it’s awesome to follow in their footsteps!”