Jake Sutton, Financial Advisor located in San Diego, CA

Financial Advisor
Jake Sutton

CFP®, AAMS®
2550 5th Ave Ste 65, San Diego, CA 92103opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Wine Collecting/Enthusiast
  • Volunteering
  • Sports Enthusiast
  • History and Museums

Team Members

  • Kathryn Courter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(619) 235-4219

Fax

(800) 208-1897

Office Address

2550 5th Ave Ste 65
San Diego, CA 92103opens in a new window

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