Broker Check
Jake  Mattson

Mobile: 262-844-1241

I’ve always had a passion for Finance. I’ve known that I wanted to be a Financial Advisor since I was seven years old. I graduated summa cum laude from the University of Wisconsin-Whitewater, with top honors from the prestigious Financial Honors Society. After multiple job offers upon graduation, I chose to work for Equitable Advisors because of their open architecture. I am truly able to offer my clients whichever product is best for them and their unique situation, even if that product is not offered by Equitable.

I take pride in listening to client’s concerns and answering any and all questions they may have. Planning for retirement can be scary, which is why working with someone who can create financial clarity is so important.

Outside of work, sports are a large part of my life. I have been a registered WIAA football official for over 20 years. Through sports and finance I’ve forged a strong bond with my local community.  However, my strongest bond is with my wonderful wife, Denise. We share a passion for travel and when we retire, we plan on exploring as much of this amazing world as possible. This is why I understand firsthand the importance and peace of mind that comes from having a comprehensive financial retirement plan in place.