Advice. Beyond investing.

It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition–particularly retirement. That's because you may be retiring from work, but life after 65 opens up brand new possibilities and new choices. Whether you are considering a unique business venture, going back to school or charitable pursuits, I would like to help you manage those choices by providing you with the financial guidance and resources you'll need to embrace your future with confidence.

Jake Falcon has been recognized as an industry leader.

UBS Top 35 Under 35, 2014, 2015, 2016

Top 35 under 35 is a UBS internal recognition based on age, production statistics, and compliance history.

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Jake Falcon

Jake Falcon, CRPC®

Senior Vice President – Wealth Management
Wealth Advisor
Portfolio Manager

One Hallbrook Place
11150 Overbrook Road
Suite 300
Leawood, KS 66211

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