James “Jake” Tate, Jr., CFP®
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 Envision® Investment Plan that prioritizes their unique goals and objectives. Additionally, Jake is an Apprentice Portfolio Manager in the Private Investment Management (PIM) Program1. He handles the research and works closely with Senior PIM Portfolio Manager, Jim Tate, in managing the practice’s portfolios. As part of the Green Fairways Team, Jake provides comprehensive insurance reviews for clients determining life insurance and long-term care needs.
Jake was born and raised in Venice and is a fifth-generation Floridian. Jake leads Community Involvement for Green Fairways, and he serves on several boards. He is active in the Venice Chamber of Commerce 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.
Professional Licenses and Associations:
- Series 7 & 66 Registered
- Life, Health and Variable Annuity Insurance Licensed
- Auburn University – B.A. in Economics
- CERTIFIED FINANCIAL PLANNER™
- Sertoma Club of Venice
- Venice Area Chamber of Commerce
- 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!”