Jake Gradwohl
Equity Trader
Jake Gradwohl joined Ferguson Wellman in 2020 and serves as an equity trader. In his role, he is responsible for trading equities across a variety of individually managed taxable, tax-exempt, individual and institutional accounts. Jake is a shareholder of the firm.
Prior to joining our trading team, Jake served the firm as a client relationship associate and, before that, was an intern at our company. He earned his B.S. in finance from Oregon State University. Jake is a candidate in the CFA program and is studying to obtain the Charter - he passed the first CFA examination in May 2024.
In his free time, he enjoys skiing, rock climbing, mountain biking and hiking.