Jake Walters

Aligned Wealth Group

Jake Walters earned his Bachelors degree in Business Administration, majoring in Finance and
Banking, from the University of Missouri in 2021. Upon graduation, Jake delved into the
securities industry, discovering his true passion for helping folks achieve their financial goals.
Jake holds his SIE, Series 66, Series 7, and Life/Health licenses. 

A proud Columbia native, he, along with his wife, Emma, continues to call the Columbia
community home. Jake is actively involved in our collaboration with The Callaway Bank and
operates from our Callaway County office, in Downtown Fulton.

A relentless learner of strategies benefiting his clients, Jake is deeply committed to ensruing
their financial success and peace of mind. Devoted to promoting financial literacy among
younger investors, Jake also collaborates with local groups striving to bridge the investing
literacy gap in our communities.

Outside of work, Jake passionately roots for Mizzou Sports and the KC Chiefs. Golfing, quality
time with friends and family, and dining at his favorite local spots are among Jake’s cherished
leisure activities. Furthermore, you might catch Jake carving up the slopes with his snowboard
in Colorado or embarking on scuba diving adventures as he works towards attaining his PADI
advanced open water designation.

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