Jake Christopher Wu is a seasoned Wealth Advisor at Copper Financial, a position held since November 2020. Prior to this role, Jake served as an Investment Advisor Representative at UNFCU Advisors LLC from November 2020 to October 2022. Jake's extensive experience in the financial sector includes notable positions such as Vice President and Financial Advisor at Santander Investment Services, and Financial Advisor/Portfolio Advisor at Merrill Lynch. Jake commenced a career in finance at Northwestern Mutual as a Financial Representative from June 2010 to July 2015. Jake holds a Bachelor's degree in Nutrition Sciences from Cornell University, obtained in 2010.
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