Jake A. Gice, CFP®

Jake joined our team at Vestor Capital in 2021. As a Client Relationship Advisor, he works closely with clients to support their financial planning and investment needs while also partnering with senior advisors to deliver a high level of personalized service. His responsibilities include maintaining client relationships, assisting with investment implementation, and helping guide clients through all aspects of the planning process.

His background in the financial services industry includes working at Morgan Stanley from 2016-2021, where he participated in market research and helped clients identify planning needs for retirement. A graduate of DePaul University, Jake has his Bachelor of Science degree in Business for Finance.

Jake currently lives in the suburbs of Chicago with his girlfriend and two dogs. Outside of the office, he enjoys playing guitar, weightlifting, sports, and traveling.

Professional Licenses: Series 66, CFP®