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Jake Turbow, CFA

Senior Research Analyst

Jake joined Taylor Frigon as a Research Analyst in 2018. Previously, Jake was an Assistant Vice President at Mesirow Financial in New York City where he specialized in Tender Option Municipal Bonds. He also served as a tax accountant at Glenn Burdette in San Luis Obispo.

Jake graduated from Cal Poly - San Luis Obispo, with a B.S. in Economics concentrating in Financial Management. Jake became a CFA charterholder in 2023 and is a licensed RIA (Series 65).

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