Jacob Walters

Jake started his career as a Wealth Manager at Cetera Investors where he spent the next 5 years as a client facing advisor. Finding his passion in supporting the growth of advisory businesses, he made the the transition to the Fintech industry where he joined SmartAsset as a Senior Account Manager. He spent the next two years coaching advisors, from the largest institutions in America, on client acquisition and business development. Since joining Pontera as a Strategic Relationship Manager two years ago, Jake now works directly with firms of all shapes and sizes to grow their held away asset management business. With over 8 years of experience within the financial services and Fintech industries, he’s passionate about helping each client, advisor, and firm in growing the most scalable and impactful business possible.