Areas of Expertise

  • Business development and relationship management for broker dealer home offices
  • Building customized investment solutions
  • Integrating our customized investment solutions across various paltforms

Jake Fletcher is a Director of National Accounts for the U.S. Asset Management Distribution team. He is responsible for business development and relationship management across broker dealer home offices as well as bank and trust companies. Jake is also focused on helping partners implement customized solutions, as well as select capabilities of our investment platform, across their business.

Prior to this role, Jake was Vice President, Key Accounts Manager for Quaker Funds, Inc. His responsibilities included working closely with relationship managers and due diligence teams across the various broker dealers, banks and the RIA channel. He has been a featured speaker at industry conferences on wealth management trends and strategies.

He graduated from Lehigh University with a bachelor's degree in finance and holds an MBA with a Finance specialty from Saint Joseph's University as well as the FINRA Series 7 and 63 licenses.


Broker Dealer Home Offices

Flexible investment solutions, with available outsourced services and comprehensive technology platforms for broker dealers

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Customized Investment Solutions

Services to help you grow your business and achieve your goals

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