Team / Jake McTaggart

Jake McTaggart

Jake joined the JSA Client Services team in June 2019.

Jake’s current role involves working with the advisors and ensuring that clients receive the best possible service from JSA Group. This work includes processing and maintenance of client files, setting client appointments, preparing for client reviews, updated investment portfolio valuations, updating the client database and lodging new investment/insurance applications.

Jake’s professional background has been the past 6+ years working in the Financial Planning & Mortgage Broking industry. In that time he gained first hand experience and training while simultaneously obtaining his Diploma in Financial Planning.

Outside of work, Jake is interested in travelling, fitness and loves to spend time with his friends and family.