Senior Equity Trader | Shareholder
Investments and Trading
Jake Gradwohl joined Ferguson Wellman in 2020 and serves as a senior 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 member of the firm’s practice management committee, and is also 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 most recently passed the level two exam in 2026.
In his free time, Jake likes to get outdoors with his wife & family. Skiing, running, hiking and rock climbing are a few of the activities they enjoy together.
