Jake Mellor is an Investment Advisor Representative (IAR) of Legacy Wealth Management, LLC which is a Registered Investment Advisory Firm (RIA). He's a business partner of mine, and he has a wealth of knowledge. He's had the great state of Utah, he trained CPAs. He's got an MBA, MACC, and is a certified financial planner.
Jake has a well-rounded business, he has a menu of services. He started out having a wealth management firm, a tax firm, and two insurance agencies. He has been instrumental in coaching, teaching mentoring, accounting firms across the country, financial advisors across the country, and partner a lot with real estate professionals. A two-time president of the local chapter of NAIFA. Now since then, he has grown and been able to work very professionally with other professionals.
In our conversation, we discussed:
Connect with Jake Mellor:
https://capitalgainstaxsolutions.com/deferred-sales-trust-made-simple-with-jake-mellor/
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