The Advocate Group

Concierge Financial Planning & Investment Management

You are here: Home / About Us / Our Team / Jake Worthen, CFA®

Jake Worthen, CFA®

Jake Worthen, CFA®
Client Portfolio Manager
“Passion for research and analysis that leads to quality, long-term investing.”

Jake graduated with a finance degree from Bethel University where he also helped launch the student-run investment fund. Jake adds value through investment research, trading, and meeting with clients. While market volatility might spook some folks, Jake loves to learn from the ups and downs. Jake is also currently a CFA Charterholder.

Away from the office, Jake enjoys running, watching soccer, and spending time with his wife, kids, and dog. He also volunteers at his church.

jworthen@theadvocategroup.com  |  952-693-2630  |