Broker Check
Jake Holaday

Jake Holaday

Wealth Advisor

Serving others starts with Jake’s desire to connect with people and put their needs first. As a former All-American collegiate athlete and teacher, Jake has a passion for education and learning while leading with a servant's heart. 

Jake’s goal is to help clients take control of their finances, so they can live a life they love. His obsession with learning all things finance started by watching his dad, a family law attorney, help families during times of stress which primarily stemmed from financial troubles. 

Growing up Jake watched his dad, a family law attorney, work with families going through financial distress. He wants to be there for clients before it ever gets to that point.

He has passed his Series 65 securities exam and obtained his life, accident and health, and annuity insurance licenses. He is a graduate of Wheaton College with a degree in Christian Ministry and he is currently working on a master’s in business administration with a focus in finance at Florida Atlantic University.

A strong work ethic and even stronger family ties define Jake. “Family means everything to me. I would not be where I am today without the lessons from my hard-working, intelligent father and loving, sacrificial mother. My wife brings me great joy and it’s been a blessing to see her become a mother!” Jake and his wife, Kaitlin, recently returned to Jake’s hometown of Brandon, Mississippi, in preparation for the birth of their first child. When he’s not in the office, Jake enjoys time with friends and family, “watching the Miami Dolphins occasionally win,” reading, golfing, trying new foods, and learning about different cultures.