Jacob is a Partner, Director of Financial Planning, and CCO for Colorado Wealth Group. A Colorado native, Jacob is known by clients and friends as a standout professional with impeccable attention to detail and an unmatched ability to translate the complexities of the financial landscape. Jacob excels at helping clients model their unique financial plan including retirement, company stock option divestiture, cash flows, and education planning. Jacob brings over a decade of experience in the financial services industry along with a bachelor’s degree in Business Administration from the University of Northern Colorado and a Masters in Business Administration from Western Kentucky University.

Jacob is committed to helping clients achieve their version of financial success by providing critical insight and a steady hand to managing their finances. Jacob holds his Accredited Wealth Management Advisor (AWMA®), Accredited Investment Fiduciary (AIF®), and Chartered Socially Responsible Investment Counselor (CSRIC™).

Jacob, his wife, Leanne, and their children enjoy spending their free time with family and friends trying new restaurants and breweries, or spending time outdoors in the beautiful state of Colorado.

Designations, Certifications, Etc.

MBA – Masters in Business Administration
AWMA® – Accredited Wealth Management Advisor
AIF® – Accredited Investment Fiduciary
CSRIC™ – Chartered Socially Responsible Investment Counselor

Investment Advisory Services offered through Colorado Wealth Group, LLC, a Registered Investment Adviser (DBA “Colorado Wealth Group” and/or “CWG”). © 2023 COLORADO WEALTH GROUP, LLC

1 Review for Jacob Ray

HelpVet

1081 Reviews

You won't just be in good hands, you'll be in great hands with a team of really impressive and smart people.

5/ 5

I’ve been working with Jacob and his team for several years now and throughout all of life’s events and twists and turns, they have helped me manage and grow our wealth. They run a tight but fun ship and are always welcoming, informative, creative, and willing to go the extra mile. You won’t just be in good hands, you’ll be in great hands with a team of really impressive and smart people. ~ Ryan Shucard ~

Was this review ...?

Rate us and Write a Review

Your Rating for this listing

angry
crying
sleeping
smily
cool
Browse

Your review is recommended to be at least 140 characters long

Your request has been submitted successfully.

Additional Details

  • Do You Offer Military Discounts:Yes