LinkedInJake Johnson, Operations Associate at Vance Wealth, brings a wealth of expertise in technical assistance and solutions to the team. With a talent for Salesforce and a keen eye for seamless processes, Jake ensures that operations run smoothly and data integrity remains paramount.
Originally from Santa Clarita, Jake embarked on his journey in the financial services industry after earning his bachelor’s degree in Communications from California State University, Northridge.
Driven by a desire to work within a lively and supportive environment, Jake transitioned to his current role at Vance Wealth as an Operations Associate. He collaborates closely with the team to streamline processes and enhance client experiences.
Outside of the office, you can find Jake relaxing watching one of his favorite TV shows or movies, which has been a passion of his since he started acting at seven years old. But if he’s not kicking back with a good show, he enjoys writing, building computers, or spending time with his close friends
Jake’s dedication to enhancing operational excellence and technical proficiency underscores his commitment to both the team at Vance Wealth and the clients they serve.