Jake Wheeler

Jake joined JBWere in 2022 and works as an Investment Analyst, supporting portfolio management and investment strategy across client accounts. Before moving into his current role, he spent time on the trade desk, gaining valuable experience in markets and execution. He now provides analytical support to the advisory team, helping deliver tailored investment solutions and insights to meet client objectives.

Jake holds a conjoint Bachelor of Commerce in Finance and Business Analytics from the University of Auckland and has recently completed CFA Level 1 and plans to progress through the CFA Program.

Outside of work, Jake enjoys an active lifestyle - running, exploring the outdoors, and spending time with friends and family.