Meet the Investment Team Jake Mann, CFP®
Wealth Advisor
Jake Mann is a wealth advisor serving the Layton, Clinton and Kaysville branches. He has been with Mountain America Investment Services since 2007 and finds great joy in helping clients achieve their financial dreams.
When working with Jake, you should expect well-informed, personable advice that can accommodate the most sophisticated situation. Jake specializes in retirement planning, investment planning and developing customized financial strategies for his clients. He is a CERTIFIED FINANCIAL PLANNER™, which gives his clients peace of mind in knowing he has advanced experience and a higher standard in placing clients’ needs first.
Jake graduated from Utah State University with a Bachelor of Science degree in finance and a minor in economics. He enjoys spending time with his family and currently resides in Layton, Utah, with his wife and four children.
Branches served
Clinton: 1800 NorthLayton: Antelope Drive
Kaysville: 400 West
CONDUCT BACKGROUND CHECK
| 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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