Our
Financial Advisors
Jake Pennington
Financial Advisor
Jake Pennington joined the Cooper, Adel, Vu Financial team in May, 2022 and serves as one of our financial advisors.
Jake is a passionate student and researcher about financial markets and the psychology of how investors make decisions. As a client, you can expect Jake to offer a wide variety of financial planning strategies that complement your comprehensive estate plan. Jake is interested in understanding your unique situation and explaining how recommended strategies fit in clear, non-technical language.
Jake is a licensed Financial Investment Advisor Representative and is registered with FINRA and holds SIE, Series 7 and Series 66 securities registrations. Jake’s primary focus is investments services. Jake is a graduate of The Ohio State University, Fisher College of Business with a degree in Finance and a minor in History.
Jake and his wife live in Newark, Ohio with their daughter, where they are actively involved in their local church. In his spare time, you will find Jake reading books about finance, investing, economics and self-help. He is an avid sports fan who closely follows Ohio State Athletics, the Dallas Cowboys, the Los Angeles Lakers and AC Milan.
Jake Pennington is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Jake Pennington is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Julian Guilfoyle, Jeff Jones, Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Julian Guilfoyle, Jeff Jones,Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.