Jake Edwards came to wealth management by way of commercial real estate, where he began his career as an investment advisor. That experience gave him a strong analytical foundation and a practical understanding of how investment decisions connect to people’s broader financial lives – a perspective he brings to every client relationship at Parkwoods.

Jake holds a Bachelor of Science in Managerial Economics from the University of California, Davis, and an executive certificate in financial planning from Santa Clara University.

Outside of work, Jake enjoys spending time with family and friends, getting outdoors, and taking on projects in the garage.