Jake Wallingford

Financial Advisor Associate

Jake joined Stifel in April 2021. Previously, Jake worked as a Financial Representative with Thrivent Financial in St. Joseph, Missouri. During his time with Thrivent, he passed his Series 7 and Series 66 examinations. Jake graduated from Missouri Western State University with a Bachelor of Science of Business Administration in Accounting. After college, he went to work as a private accountant for several years before he realized his desire to help people with their individual financial situations. Jake looks forward to evaluating each client’s unique situation and working with them to create a blueprint for their financial future.

Jake lives in St. Joe with his wife, Kathy, and their son, Whitman. Jake is passionate about spending as much time outside as he can, especially if it involves a sport (disc golf and church league softball are his favorites). He also enjoys working with tools of all kinds--whether it’s rebuilding a computer, working on his car, or chipping away at a woodworking project of some kind.