Jake Locker

Financial Advisor

Branches: Brighton and Longmont

Jake is a CFS* Financial Advisor with FINRA Series 7, 63, and 65 licenses and holds a Colorado Life and Health insurance license. He has provided extensive sales and service to multiple Bellco Credit Union Branches since 2017. He works with his clients to help achieve their long-term financial goals through extensive planning. The services Jake provides through financial planning include Estate Planning, Education Planning, Retirement Planning and much more.  Jake specializes in Retirement Planning and has a passion for helping credit union members determine the best options for their employee sponsored retirement plans. 


Jake attended the University of Arizona and lives in Denver with his significant other. He is an avid sports fan, growing up playing hockey and closely following Colorado sports teams. His hobbies include playing hockey, golfing, skiing, enjoying the outdoors and pretty much anything that includes being active. 

 

Phone 720-965-5650
E-mail