James "Jake" Tate Jr,
CFP®, CEPA
Partner, Green Fairways Wealth Management
Financial Advisor
Jake is a partner and a Certified Financial Planner® professional at Green Fairways Wealth Management. With more than 10 years of wealth management experience, he specializes in multi-generational wealth planning, working with the second and third generation of current clients, Jake also focuses on business owners and the unique challenges they face, such as employee retirement plans and succession planning. As a partner in the practice founded by his father, Jake continues the mission of building meaningful relationships and guiding families through every stage of their financial journey.
Jake grew up in Venice and is a fifth-generation Floridian. He leads community involvement for Green Fairways, and he serves on several boards including Family Promise of South Sarasota County and The Sertoma Club of Venice. He and his wife, Jillian, are proud to be raising their two children in the community where they both grew up. Outside the office, Jake enjoys biking, fishing, skiing, reading and, above all, spending quality time with his family.
Professional Licenses & Associations:
* Series 7 and 66 securities licensed
* Life, health and variable annuity insurance licensed
* Auburn University – BS in economics
* Certified Financial Planner®
* Sertoma Club of Venice
* Venice Area Chamber of Commerce
* Past President – Family Promise of South Sarasota County
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.