Jake Bauer is the Vice President of Investment Strategy for Kingsview Partners, responsible for distribution efforts across the national accounts, RIA, and independent broker dealer channels. He also serves on the Kingsview Investment Management Investment Committee.
Prior to working at Kingsview, Jake graduated from Indiana University’s prestigious Kelley School of Business in 2019, where he earned bachelor’s degrees in Finance and International Business. In addition, Jake holds Series 7, 63, and 65 licenses. When he is not in the office, Jake enjoys golf and spending time with family.
He is also very passionate about philanthropy, as his family created the Lauri S. Bauer Foundation for Sudden Loss and incorporates that passion into his everyday life.