About Jake

Jacob Wallingford, Financial Advisor AssociateJake Wallingford
Financial Advisor Associate

Jake joined Stifel in 2021.  Previously, he worked as a Financial Representative with Thrivent Financial in St. Joseph, Missouri, where he attained Series 7 and Series 66 securities licenses.

A Missouri native, Jake graduated from Missouri Western State University with a B.S.B.A. in Accounting.  After college, he served as a private accountant for several years before he realized his passion for helping people with their individual financial situations.  Jake looks forward to working in a collaborative environment to evaluate clients’ unique situations and create a blueprint for their financial future.

Jake lives in St. Joe with his wife, Kathy, and their son, Whitman.  Jake is passionate about spending as much time outside as he can, especially if it involves a sport (disc golf and church league softball are his favorites).  He also enjoys working with tools of all kinds – whether it’s rebuilding a computer, working on his car, or chipping away at a woodworking project.