Education
Susquehanna University, Selinsgrove, PA
Bachelor of Science, Finance and Economics
Studied Finance at Universität Pompeu Fabra, Barcelona, Spain
Experience
As a member of the FCCB Wealth Advisors Team, Jake works with clients to provide advice on retirement planning, the selection of investments, income planning, budgeting, risk management, and insurance. He helps clients determine and pursue their financial goals according to their individual risk tolerance, goals, and needs.
For 2 years, Jake worked as a Management Trainee for First Citizens Community Bank (FCCB). There, he worked under the supervision of company executives to acquire essential, first-hand banking knowledge. During his tenure, Jake rotated to different company departments to learn more about how the company operates.
Jake earned his Securities Industry Essentials (SIE), Series 7, Series 66 registrations with LPL Financial, and his Life/Annuity licenses in 2021. As a member of FCCB Wealth Advisors, Jake provides services to individuals and business owners in Lancaster, Lebanon, and Schuylkill counties, but also works with clients across the United States.
Jake is a native of Hanover, Pennsylvania and resides in the Harrisburg area. In his free time, he is an avid sports fan and loves enjoying the outdoors.
Steven “Jake” Wiles
Associate Financial Consultant
FCCB Wealth Advisors
3016 S. Pine Grove St.
Fredericksburg, PA 17026
(717) 202-2255