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Jake Levine, Real Estate & Financial Representative
Jake Levine is a graduate of Florida State University. His father’s legal practice allowed him to see first-hand the positive and negative consequences of financial decisions made by his father’s clients, who were primarily professional athletes. Jake has decided to dedicate his working career to helping athletes plan for life after sports.
Prior to joining Axial Family Advisors, Jake was a law clerk for 4 years with Pro Athlete Consulting.
Jake then interned with Emerald Financial Planning Group before joining Axial Family Advisors Financial. At Axial, along with continuing to pursue his goal of working with athletes, he is also responsible for assisting firm clients in providing service and research.
Jake resides in Ft. Lauderdale, Florida
Jake is a licensed realtor in the state of Florida.
Jake is not affiliated or registered with Osaic Wealth, Inc.
Get to Know the Rest of Our Team.
Everyone we work with receives the very best of Axial. We embody our values and cultivate genuine relationships with everyone we serve.
TUNDE OGUNLANA, CFS
Founder | Family Wealth Advisor
Alva R. Soyston, SR.
Investments & Asset Allocation
ZABRINA HOBOR
Marketing & Operations Director
Teri Boatman
Client Service Operations Director
Chad Hill
Financial Planner
BERNADETTE DARDICK
Client Service Consultant
MICHAEL DEAN*
Equity Partner
Hiram Ocariz, CPA*
Income & Business Tax
Tim Merriman Jr.
Commercial Real Estate
Michael Wild*
Trusts & Estate
Anthony Brunson, CPA*
Tax & Audit
KARLA FERGUSON, ESQ.*
Art Advisor
Katie Greenman*
Philanthropy | Charitable Giving