Broker Check
Jake Caldwell

Jake Caldwell

Director Of Planning

Jake believes that we are free to live our best lives when our financial resources are aligned with our goals and values. He is passionate about his work because he knows that sound financial planning is going to help you experience peace today and confidence in your future. He is an Investment Advisor Representative and holds the Series 7 and Series 66 registrations and is currently pursuing his CFP® designation.

Jake serves a variety of community and benevolent organizations in an advisory, volunteer capacity. Currently he is the Board Chair of Week of Compassion—an international disaster relief and development organization and Treasurer of the Maryland Symphony Orchestra.

He is thrilled to contribute to the team at Morgan Financial Group as Director of Planning because of the unrivaled standard of service and genuine care the firm exhibits for the people we serve.

When Jake is not at work, he is usually enjoying the great outdoors with his wife, daughters, and their beloved English Springer Spaniel, Bess. He is passionate about pursuing the sporting life, including fly fishing, upland hunting, and clay shooting sports. He loves to cook and celebrate life with great friends, excellent food, and ideally, a fine bourbon.