Jake Blumenthal
Wealth Management Advisor & Portfolio Analyst
Jake is a Tucson native who started at Meridian as an intern in the Summer of 2022, before being hired full time as a Portfolio Analyst. He completed his undergraduate degree at the Northern Arizona University Honors College, where he received two degrees, a B.S. in Finance and in Economics.
Throughout his time in college, he held multiple internships where he gained valuable experience analyzing market trends and stock valuations. He discovered his passion for the stock market doing financial and technical analysis in 2019. Jake is committed to working with clients to help find new opportunities and mitigate risk in their portfolios.
In his free time, Jake enjoys playing basketball, reading, spending time with his family, and traveling. He loves to talk about different stocks and opportunities and will always try to gain new knowledge.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 520.719.1433
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor.
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