Jake Riggen is a CERTIFIED FINANCIAL PLANNER® professional. Born and raised in the Putnam County area, he has a deep understanding and care for his community and those surrounding it. Jake graduated from Ball State University with a bachelor’s in finance and a minor in financial planning. He has been working with individuals and families in his community since 2021 focusing on financial education and comprehensive financial planning. As a CFP® professional, Jake emphasizes the importance of a well-crafted financial plan for a client's stage of life whether the situation calls for budgeting, portfolio management, insurance needs, retirement, or estate planning, his goal is to always meet his clients where they are and adapt as life happens.
Jake spends his free time with his wife, Abigail, and his son, his cat, Rick, and dog, Chandler. His favorite hobbies include golf, reading, and watching NFL and collegiate football with his family.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory services offered through J.W. Cole Advisors, Inc.
Securities offered through J.W. Cole Financial, Inc. (JWC), member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities are not: insured by the FDIC, NCUA or any other regulatory agency; are not deposits or obligations of the financial institution; are not guaranteed by the financial institution; and are subject to risk, including the possible loss of principal.
North Salem Wealth Strategies and JWC are unaffiliated entities.
Financial Professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors. Check the background of your Financial Professional on FINRA’s BrokerCheck.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.