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Jake Schulte

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Senior Analyst

Jake is a senior analyst focused on insurance product and investment analysis. He started his career in the institutional insurance market in 2017 with an initial focus on designing and implementing non-qualified executive benefit plans for privately owned organizations. Jake worked with a top 4 accounting firm focusing on assurance. He later spent time working at one of the industry’s top life insurance carriers in their fund accounting department. He then moved on to a role at an independent advisory firm focused on the institutional insurance marketplace. 


He holds the Certified Public Accountant designation, is a Registered Securities Representative, and is a licensed insurance representative. Jake is based out of IIG’s Connecticut office location. 

Team

 IIG  •  Institutional Insurance Group, LLC  •  18 Shipyard Drive, Suite 3B, Hingham MA 02043  •  Phone: 781-749-7373


 

Securities, when offered, are offered through FAS Corp., an SEC registered broker-dealer and member or FINRA. FAS Corp. is an affiliate of Financial Advisory Service, Inc. Institutional Insurance Group, LLC is independently owned and operated.


 http://brokercheck.finra.org/ 


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