portrait of Jake Cormier

About Jake

I started a career as a financial advisor because I wanted to make sure that my family was going to be set up to live the life in retirement that they deserved and worked so hard for throughout their careers. I strive to take care of my clients with the same care that I take with my family and hope to develop a similar bond. I love seeing families and individuals achieve their long-term goals and getting to celebrate those achievements with them.

Throughout my life, helping others has been an integral part of who I am. I chose a career...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • New Investors

Work History

  • Edward JonesApril 2023 to Current
  • Portsmouth Naval ShipyardMarch 2015 to April 2023

Team Members

  • Joe-Marie Garcia
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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