Principal | Chief Wealth Officer & Head of Family Office
Parallel Advisors
May 2007 - Present | Chief Wealth Officer & Head of Family Office
Morgan Stanley
August 2002 - May 2007 | San Francisco Bay Area
University of Colorado Boulder
1992 - 1994
University of North Carolina at Greensboro
1990 - 1992
As the first partner to join Parallel, Jake has been a central architect in the firm’s foundation and evolution. Over the nearly two decades since, he has served in nearly every capacity—an UHNW Advisor, Chief Technology Officer, Chief Operating Officer, Chief Investment Officer—roles he cherished in helping to build a world-class wealth management firm.
Today, as Chief Wealth Officer and Head of Family Office, Jake leverages this diverse background to advise families with complex, multi-generational structures. A frequent speaker at industry events like Dreamforce, T3 and for custodians, he is a recognized voice on the intersection of technology and high-net-worth advisory. When he isn’t navigating the complexities of family legacies, Jake can be found fly-fishing, sailing, skiing or traveling with his wife to see their children.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations with unified family planning.
Integrate business growth with personal wealth and succession planning.
Integrate business and personal wealth strategies for optimal tax efficiency.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Build financial stability around variable income and creative career paths.
Preserve and grow family wealth across generations with thoughtful stewardship.
Specialized expertise where I deliver the greatest value
Thoughtful estate planning to protect your legacy and provide for future generations.
Comprehensive financial planning tailored to your unique situation.
Specialized expertise to help you work toward your financial objectives.
Thoughtful estate planning to protect your legacy and provide for future generations.
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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