Meet the Investment Team Jake Hudson
Wealth Advisor
Jake Hudson is a wealth advisor serving the Chandler, Gilbert, Goodyear and Glendale areas. He first worked for Mountain America Investment Services from 2019 to early 2022 and returned in November 2022.
Jake is responsible for educating clients on developing a holistic approach to financial and retirement planning. He has also helped clients with 401(k) guidance, IRA rollovers and developing successful financial strategies.
Prior to working for Mountain America Investment Services, Jake was a premier banker for Wells Fargo Bank. He worked in various banker roles, as well as in management positions. As a premier banker, he managed a book of business that included high-value and affluent clients in Arizona and Utah. His job included partnering with a financial advisor to help build portfolios and manage investments for clients.
During his free time, Jake loves spending time with his wife and children. He enjoys anything related to golf, basketball and football. He’s a diehard Utah Utes fan.
Branches served
Gilbert: Gilbert RoadChandler: Frye Road
Goodyear: Yuma Road
Glendale: Northern Avenue
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| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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