Jake Stone

About Jake

Growing up in the Raleigh, North Carolina area I was blessed with an amazing family and
friends. I played many sports as a child, but the older I became I grasped on to golf as my
favorite and most enjoyable. Some of my greatest memories as a teenager was traveling with my
father to golf tournaments all throughout the country to accomplish my goal of playing
collegiately. In 2012, that dream became a reality when I came to King University in Bristol, TN
on an athletic and academic scholarship. Other than being involved in NCAA DII athletics, I was
a member of the college’s honor council, the NCAA Student-Athlete Advisory Committee, and
was a four-time academic all-conference member. In 2015, I interned with the American Junior
Golf Association and traveled across the entire United States running the most competitive junior
golf events in the country; this internship was one of the best experiences of my life. After
receiving a bachelor’s degree in Economics and Political Science I stayed in Bristol, TN to
further my education. In the spring of 2017, I graduated from King University with a Master of
Business Administration and a specialization in Project Management. I do not play as much golf
as before, but I am grateful for the many life lessons the game has taught me as I apply that
knowledge in work and at home every day.

In May of 2017, I began my career in the financial services industry and since then I have grown
my knowledge and skillset substantially. I served our clients and organization in many roles over
the years, but my true passion is being an advisor. Our team manages people’s life savings which
is an honor and privilege. We help people to work towards financial freedom to enjoy life now
and to make the complex world of finance simple. Giving back and being involved in the community
is a passion of ours at Carson Wealth.With that being said, I serve on the Board of the Make-A-Wish
Foundation of East Tennessee and the Young Professionals of Johnson City Advisory Council.

I am blessed to be married to my wife Abby and in April of 2022 we welcomed our son Cameron
into the world. We also have one four-legged child named Ellie who’s a golden retriever/German
Shephard mix. Abby and I both enjoy traveling to new places and spending time with friends and
family. Our goal is to provide our son with the opportunity to travel and experience as many
different cultures as possible.

Jake is not registered with Cetera Advisor Networks, LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with CWM, LLC nor Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by CWM, LLC or Cetera.