3400 Toringdon Way
Suite 205, Office 201
Charlotte, NC 28277
Jake Stevenson joined Larson Financial Group in 2010 and holds his Series 7, Series 66 and Life & Health licenses. He focuses on offering concierge-level financial planning and asset management, to physicians in North Carolina and the surrounding areas.
Jake is an alumnus of Asbury College in Wilmore, Kentucky where he received a Bachelor of Arts in Business Management with an emphasis in finance. His passion for sound financial planning came from his time working with a small capital management firm outside of Lexington, Kentucky. His desire is to help the clients he works with make more informed financial decisions that have a lasting impact.
Jake, his wife Lena and their son, Grey, live outside of Charlotte, North Carolina. They are active members of their church and enjoy spending time with family. Jake loves anything that involves the outdoors, particularly fishing and camping as well as watching college basketball and the NFL.
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