“We help simplify the complexities of managing finances in today’s world.”


Associate, Operations and Client Service

Jake joined Callan Capital in November 2022 as a Client Service Associate. His duties include assisting clients with account paperwork, money movement, and trading.

Prior to joining Callan Capital, Jake worked at BWM Financial and Truuwater Financial, where he supported the firm’s advisors and operations team and served as a liaison to clients. He holds a Bachelor of Arts in Economics from University of California, Los Angeles.

Jake lives in San Diego and enjoys running, hiking, watching sports, as well as making trips down to Palm Springs to visit with his family.