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Jake Murphy's email & phone

Position:Operations Associate at Capital Wealth Advisors
Experience:6 years
Location:Charlotte, North Carolina, United States

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Work Experience

Operations Associate at Capital Wealth Advisors

Jun 2025 - Current

D1 Men’s Basketball Player at University of North Carolina Wilmington

May 2023 - Jun 2025

Certified Financial Planner Intern at Raymond James Financial

Jul 2023 - Jul 2024

D1 Men’s Basketball Player at United States Air Force Academy

Jul 2020 - May 2023

Jake Murphy started working in 2020, then the employee has changed 3 companies and 2 jobs. On average, Jake Murphy works for one company for 1 year 8 months.

Education

Bachelor's degree at University of North Carolina Wilmington

Bachelor's degree at United States Air Force Academy

Current Company Information Capital Wealth Advisors

Name: Capital Wealth Advisors

Speciality: Estate Planning, Risk Management, Wealth Advisory, Wealth Management, Financial Planning, Estate & Legacy Planning, Asset Protection, Proprietary Research & Due Diligence, Tax- Aware Investment Strategies, Fixed Income Management, Risk-Based Portfolio Construction, Asset & Estate Mapping, Lifetime Gifting Strategies, Estate Transfer Strategies, Life Insurance, Long-Term Care, Disability Insurance, Annuities

Location: Naples, FL, United States

Employees: 100-200

HQ Phone: 866-601-3031

Description: At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the ti...

Skills

Client Relations, Networking, Communication, Team Cohesion, Client Accounts, Team Leadership, Financial Analysis, Interpersonal Skills, Oral Communication, Client Correspondence, Teamwork, Client Services, Performance Reviews, Attention to Detail, Risk Management, Decision-Making, Microsoft Excel, Time Management, Mental Toughness, Problem Solving, Strategy, Analytical Skills, Microsoft PowerPoint, Customer Experience, Leadership Development, Coaching, Financial Statements, Organization Skills

Frequently Asked Questions

What is Jake Murphy's minimum period of employment in the companies?

Jake Murphy's minimum period of employment in various companies is 1 year.

What is Jake Murphy's average duration of employment for different companies?

On average, Jake Murphy works for one company for 2 years

What industries has Jake Murphy worked in?

Jake Murphy works in the Financial Services. Previously, Jake Murphy worked in the Higher Education, and Military.

What positions has Jake Murphy held before?

Previously, Jake Murphy worked as a D1 Men’s Basketball Player, and Certified Financial Planner Intern.

How do I contact Jake Murphy?

Jake Murphy's email address is j*********y@capitalwealthadvisors.com, phone number is +1-***-***-8816. Sign up to get contact details.

Who is the President & CEO of the Capital Wealth Advisors?

The President & CEO of the Capital Wealth Advisors is William Beynon

Who are Jake Murphy's peers at other companies?

Jake Murphy's peers at other companies are Gillian Thomas and Yoobin Chai and Shubham Singh

Jake Murphy Namesakes

Name
Company
Position
J
Wood Worker/Installer
J
LUMO Digital Outdoor
Graphic Designer
J
Core Fitness Club
Sales Associate

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