Jake Worthen
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. He brings more than three years of analyst experience to the team and adds tremendous skill to our investment research and trading. While market volatility might spook some folks, Jake loves to learn from the ups and downs.
Away from the office, Jake enjoys running, watching soccer, and spending time with his wife and dog. He also volunteers at his church.
jworthen@theadvocategroup.com | 952-693-2630 | 