Jake Surma

Jake Surma

Financial Advisor

Domicile State: NJ

Jake graduated from West Virginia University where he received a degree in Finance and a minor in communications from the College of Business and Economics. While attending WVU, Jake was a member of the Investment and Ski clubs. He spent his senior year interning with Northwestern Mutual and he joined the Reddington Advisory Group after he graduated. Jake has his Series 7, Series 66, Life and Health Insurance licenses.

 

Jake grew up in an insurance and investment environment and has always found it interesting. His interest led him to pursue his degree in Finance. Growing up in this environment exposed him to the importance of helping people in planning their future. 

 

Jake realizes that every client has different needs. He is knowledgeable in employee benefits, life and disability coverage as well as college, estate, and retirement income planning.  Jake’s knowledge of the industry and focus on building long term relationships have been the keys to his success.  His primary focus is to have satisfied clients with a sense of security knowing that he and his team are available to handle all of their questions and financial needs.

 

Jake is an avid skier and started when he was just three years old. He also enjoys golfing, cooking and is a huge Rangers fan. Jake lives in Clark, NJ and enjoys spending time with his family and friends.    

 

 

 

Phone 732-623-7372