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Jake Tomes

Partner, CRI Advisors, LLC | Chief Executive Officer & Private Client Wealth Advisor, Level Four Group, LLC

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Jake is the Chief Executive Officer of Level Four Group, LLC. He leads a team of more than 100 professionals including certified financial planners (CFPs), certified public accountants (CPAs), and investment advisor representatives (IARs) in providing a broad base of financial solutions and services to personal, business, and institutional clients. The Level Four team delivers comprehensive and objective financial advice to over 10,000 clients. The Level Four approach focuses on corporate and executive retirement planning, asset management, and estate and insurance planning advice. Jake utilizes his experience in the financial industry to help lead the firm’s key initiatives.

Years of Experience

27

Education

Ambassador University, Bachelor’s

Professional & Civic Leadership

Board of Directors – Preferred Legacy Trust Company

Professional Credentials

General Securities Principal-Series 24
General Securities Representative-Series 7
Life, Accident, and Health and Variable Contracts Insurance Agent
Uniform Combined Securities & Investment Agent-Series 66

I am a proud husband and father of 4.

EVENTS WITH Jake Tomes