Jake Towles is a Financial Advisor with Generations Wealth Advisors dedicated to helping clients plan for their financial future. With nine years of experience in the financial services industry, he brings immense financial knowledge to his client relationships. He welcomes the opportunity to partner with clients, using a process that aims for financial harmony by understanding your current situation and future financial needs.
Jake holds a Bachelor of Science in Business Administration from Old Dominion University and enjoys spending time with his wife and two children.
As an independent firm, Generations Wealth Advisors prioritizes your financial goals, free from the pressure of in-house products. They take a comprehensive approach in creating customized financial plans that integrate essential elements, adapting to your evolving needs. Through their Kairos Formula, they work with you to design a path for your financial future, providing ongoing, diversified strategies and continuous support. The Kairos Formula isn't a one-time solution, but rather an evolving plan to help keep you on track.
Financial Advisor
Jake Towles is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Generations Wealth Advisors LLC is not affiliated with USA Financial Securities.
