Jake Klima
Corporate Officer/Principal at Advisors Excel LLC
Network origin in Jake Klima first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS.
50
| Private Company | Insurance Brokers/Services | 50 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jake Klima via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Washburn University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Personalized Brokerage Services, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| GF Investment Services LLC | Founder | ||
| University of Florida | College/University | Undergraduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal | |
Global Financial Private Client LLC
 Global Financial Private Client LLC Investment ManagersFinance Global Financial Private Client LLC is a financial private client wealth management company that offers an array of services, including tax mitigation, asset protection, wealth management, lifestyle services, and cash flow analysis. The company is based in Sarasota, FL. The company aims to redefine and reinvent the role of financial adviser and improve the relationship between client and adviser for a stronger bond and more personal and productive future. | Investment Managers | Chief Executive Officer | |
Economic Development Corp.
 Economic Development Corp. Financial ConglomeratesFinance Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith. | Financial Conglomerates | Corporate Officer/Principal | |
Springdale Ventures LLC
 Springdale Ventures LLC Investment ManagersFinance Springdale Ventures LLC (Springdale Ventures) is a venture capital firm founded in 2019 by Daniel A. Graham and Gilbreath G. Genevieve. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
| Wright State University (Ohio) | College/University | Graduate Degree | |
Truadvice LLC
 Truadvice LLC Investment ManagersFinance Truadvice LLC is a SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded by Chris Sleight in 2018. They were acquired in 2023 by Bison Holdings LLC, a subsidiary of East Asset Management LLC. Truadvice offers asset management services to individuals, high net-worth individuals, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Chief Executive Officer | |
C. S. Sleight, Inc.
 C. S. Sleight, Inc. Miscellaneous Commercial ServicesCommercial Services C. S. Sleight, Inc. provides management consulting services. The private company is based in Sarasota, FL. | Miscellaneous Commercial Services | President | |
| Emporia State University | College/University | Undergraduate Degree | |
| Baker University | College/University | Undergraduate Degree | |
Nasajon Sistemas SA
 Nasajon Sistemas SA Packaged SoftwareTechnology Services Nasajon Sistemas provides integrated management and productivity software systems and solutions for small- and medium-sized companies. These include personnel, accounts, and data management functionalities. The company was founded by Claudio Nasajon and Eduardo Nasajon in 1982 and is headquartered in Rio de Janeiro, Brazil. | Packaged Software | Director of Finance/CFO | |
| University of Bradford | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
| Scott, Quinlan, Willard, Barnes & Keeshan LLC | Corporate Officer/Principal | ||
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | ||
TFI Family Services, Inc.
 TFI Family Services, Inc. Miscellaneous Commercial ServicesCommercial Services TFI Family Services, Inc. provides healthcare services. Its services include satellite and family resource home, emergency, respite care, specialized care, treatment care, therapeutic/intensive treatment care and supportive family living. The company was founded in 1965 and is headquartered in Emporia, KA. | Miscellaneous Commercial Services | Director/Board Member | |
| Pbs Ltd | Corporate Officer/Principal | ||
LTCI Partners LLC
 LTCI Partners LLC Investment ManagersFinance LTCI Partners LLC provides financial advisory services. | Investment Managers | Sales & Marketing | |
Long Term Care
 Long Term Care Medical DistributorsDistribution Services Part of CVS Health Corp., Long Term Care is a company that provides institutional pharmacy services. The company is based in East Greenwich, RI. Long Term Care was acquired by NCS HealthCare LLC, part of CVS Health Corp. from January 15, 2003 on January 10, 1997. | Medical Distributors | Corporate Officer/Principal | |
| Purdue University | College/University | Undergraduate Degree | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 38 |
| Brazil | 2 |
| United Kingdom | 2 |
| South Africa | 2 |
Sectoral
| Finance | 17 |
| Consumer Services | 11 |
| Commercial Services | 6 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 55 |
| Undergraduate Degree | 21 |
| Founder | 6 |
| Sales & Marketing | 6 |
| Chief Investment Officer | 5 |
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