Jake Guglielmo

Jake Guglielmo: Email & Phone Number

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Financial Representative at Wise Financial Advisors|New York, New York, United States

Position:

Financial Representative at Wise Financial Advisors

Location:

New York, New York, United States

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Last updated: 2026-07-09
Updated: 2026-07-09

Found email addresses for Jake Guglielmo:

Business emails:
j************o@strategiesforwealth.com
Personal emails:

Found phone for Jake Guglielmo:

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Work Experience 6 years

Financial Representative at Wise Financial Advisors

Dec 2023 - Current

Wealth Management Intern at Strategies for Wealth

Jun 2023 - Current

Investment Banking Analyst at Campfire Capital (U.S)

Jun 2022 - Aug 2022

Commercial Real Estate Analyst at High Street Properties

Jun 2021 - Aug 2021

Financial Operations Assistant at Gambit Technologies

Dec 2020 - Jan 2021

Jake Guglielmo started working in 2020, then the employee has changed 4 companies and 4 jobs. On average, Jake Guglielmo works for one company for 1 year 3 months.

Their professional focus is Analytical Skills, Commercial Real Estate, and Data Analysis across 3 core areas.

Jake holds Wealth Management Certified Professional (WMCP), Series 66, and Series 7 certifications.

Education

Tulane University - A.B. Freeman School of Business

Bachelor's degree at Tulane University

Horace Greeley High School

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