1094 S Gilbert Rd #210, Gilbert, AZ, 85296
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jake is an independent insurance agent, selling insurance products through Stewardship Planning, LLC, dedicating about 10-20% of his time to this activity. He also spends minimal time each month on legal document preparation services through the same company.