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Jake Lund has over a decade of experience in the financial industry. Jake started their career in 2009 as a Retirement Income Advisor at Headwaters Financial Services, where they worked until 2018. In 2018, they joined United Life Insurance Company as a Regional Sales Director, a role they held until January 2021. Following this, they joined Schaefer Financial Group as an Advisor Consultant for eight months. In the same year, they also founded Linked Advisor Network, where they currently serve as a Founder and Principal. Additionally, Jake Lund currently holds the position of Director of Strategic Partnerships at Bonzo, a role they began in August 2021.

Jake Lund attended Waldorf University from 2000 to 2004. No degree or specific field of study is mentioned.