Jake Vercher, CFP®, ChFC®
Regional Vice President
Phone:Â 800.549.3227
Jake Vercher joined Dash Investments in 2017 as Regional Vice President and has extensive knowledge of financial planning topics and the financial services industry. His background includes a mix of corporate and market finance.
Prior to joining Dash Investments, Jake was a registered representative at Fisher Investments and advised high net worth individuals on their investment objectives and options. He also worked as a consultant for small companies regarding accounting practices and cash flow management strategies.
Jake earned a B.S. in Finance from Portland State University and is an active member of the Financial Management Association International.
Jake is a CFP® certificant with over 10 years of experience in financial services. As a CERTIFIED FINANCIAL PLANNER, Jake can review your financial situation, discuss your objectives and potential hazards, and help uncover whether Dash Investments approach to financial planning and wealth management might benefit you. He can also point out the differences between institutional money management compared to retail advisors.
Please contact Jake if you would like to discuss our evaluation process and whether Dash Investments is a good fit for your needs.