Jacob Jaegle, CFP®
Joined M.J. Smith & Associates in 2018
Jake graduated from the University of Colorado, Boulder with a degree in Finance. He began his career in financial services with First Bank while in college, then moved on to manage banking relationships at First Western Trust. Jake’s responsibilities transitioned to asset management, rebalancing portfolios, creating investment reviews, and conducting tax loss harvesting while at First Western Trust. Most recently, he spent four years at Personal Capital as a Senior Financial Advisor before joining M.J. Smith & Associates.
Jake works with clients by creating a holistic financial plan to help guide them through informed decision-making for their current financial needs and future goals. His responsibilities include drafting comprehensive financial plans, modeling retirement projections, constructing portfolios and asset allocations, and planning around tax and estate concerns. He also serves on the firm’s Investment Committee and assists with investment research and due diligence.
Why did you choose this profession?
I excelled at numbers in high school. I knew when I went to college that I wanted to go into engineering or finance, but I don’t have an engineer’s personality. It was easy for me to find my footing in financial services. I like analyzing how one can grow throughout their financial journey.
Being an apprentice at First Western Trust opened my eyes to what I wanted to do in my career. Working with people and numbers, finding creative solutions to help people find comfort, and then seeing them reach that point of understanding is rewarding. I’m looking forward to 35 years in this profession.
What do you enjoy about working with clients?
Service started for me in the church and at Boy Scouts through volunteering. Today, I still love interacting with people from all walks of life. I enjoy being able to clearly educate clients about their finances. It’s rewarding when clients get to that place where they are less nervous or afraid because the information is delivered in a way that helps them understand the how or why of it. That’s what this job is at its core.
If we ran into you on the weekend, you’d be…
With my wife, Ellycia, son, Cooper, and our dog, Thor. We like to hike, fish, camp in our RV, and spend time with our family and friends. We’re also active in our church.
I am a huge Buffs fan. I attend nearly every CU home football game.