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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.

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