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Jacob (Jake) Betteridge CRPC®

Jacob (Jake) Betteridge CRPC®

Investment Advisor Representative & Client Service Advisor

Jacob (Jake) Betteridge is originally from Massachusetts and after spending 8 years in New York City, moved to the Connecticut Shoreline in 2017. At Rutgers University, he majored in Political Science. He has extensive experience in insurance and investment planning, with over 11 years in the financial services industry. Jake is Series 7, Series 66, Life, Health, and Accident licensed. He truly enjoys the process of getting to know his clients and working with them to create a roadmap to financial success.

Jake has a distinct interest in historic preservation (he lives in a 300 year old house) and enjoys woodworking and furniture design in his spare time. He enjoys traveling, visiting museums, and spending time with his wife Mandy and daughter Madeline.