As the co-CEO of AlphaMark Tax Jake brings over 10 years of experience in tax, accounting and financial services. Using advanced tax strategies, many previously only available to major corporations, Jake has been able to save his clients hundreds of thousands of dollars.
Jake’s collaboration with some of the top CPA’s and financial advisors brings these advanced strategies for tax reduction and wealth creation to his clients. Jake’s primary goal is to be his client’s trusted advisor providing insightful advice that enables them to make informed financial decisions.
Jake’s goal of becoming his client’s trusted advisor coupled with his belief in the importance of continual professional education led him to become a CERTIFIED FINANCIAL PLANNER™ in 2012.
He has a Bachelors in Corporate Finance, a Masters in Business Administration, and a Masters of Accountancy from Southern Utah University. He is also fluent in English and Spanish.
Jake has been the President for two years back-to-back of the Utah Central National Association of Insurance and Financial advisors (NAIFA). He has also qualified for various awards and recognitions throughout his career, even at an early age.
Jake has been a County Commissioner during a four-year term from 2015 to 2018 for Carbon County, Utah.
He has served on various advisory boards both civic and professionally and has represented the State of Utah at various levels before the national legislators on issues of policy and regulation.
Jake has also served in the armed forces for the Utah Army National Guard and honorably completed one tour in Iraq during Operation Iraqi Freedom and Operation Enduring Freedom during 2007-2008.
Jake is also the owner of several other businesses that provide fractional CFO Services, Business Consulting, Investment Advice, Risk Management, and Capital Solutions.
To discuss your needs,
This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, accountant, tax preparer, and/or other advisor regarding your specific situation or your client’s specific situation. The information and all accompanying material are for your use and convenience only.
We, AlphaMark Tax, LLC and sister company, AlphaMark Wealth, LLC, and its third party affiliates and presenters, have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions. We specifically disclaim any liability resulting from the use or application of the information contained in this publication.
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.
This website is for informal purposes only and does not constitute an offer to sell, a solicitation to buy or a recommendation for any security or an offer to provide advisory or other services by AlphaMark Tax, LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction The information contained on this website should not be construed as financial or investment advice on any subject matter.
Not FDIC Insured • No Bank Guarantee • May Lose Value
Let us know how we can help you, our team is available for us to make a business appointment
