Jake Shaw works with individuals, families, and business owners to develop clear, well-structured financial strategies that support their long-term goals. As a Financial Advisor, he focuses on providing practical guidance, education, and thoughtful planning to help clients make confident financial decisions.
Jake began his career in 2020 advising clients on property and casualty coverage and employer benefits, building a strong foundation in risk management and client service. He later expanded his practice at Capital Financial Strategies to incorporate a more comprehensive planning approach, providing clients with a broader range of strategies and tools to address their evolving financial needs.
Jake graduated from the University of South Alabama and holds his FINRA Series 7 and 66 registrations, along with a 2-15 insurance license. He lives in the Jacksonville area with his two dogs, Biscotti and Sienna. Outside of work, Jake enjoys music production and playing guitar.
Registered Representative and Investment Adviser Representative. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from another named entity. 10199 Southside Blvd. Building One, Suite 200, Jacksonville, FL 32256