Jake Feldman

Jake Feldman earned his degree in Finance from the University of Maryland and has built his career around helping clients and advisory teams stay organized, informed, and well-supported. He started in wealth management at Morgan Stanley in Tampa, Florida, where he served as a Registered Client Service Associate supporting financial advisors and overseeing day-to-day client service needs. Jake later expanded his planning experience through Ameriprise Financial’s advisor development program, where he led financial planning conversations and helped clients turn complex financial topics into clear, actionable next steps. Outside of work, Jake enjoys playing tennis, exploring new restaurants, and travelling abroad.