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).