Aurelius Family Office
Jake Alden
Financial Planning Associate
Financial Advisors
About Jake
Jake Alden is a Financial Planning Associate at Aurelius, where he helps create comprehensive financial plans and strategies tailored to each client’s unique goals. He specializes in retirement planning, risk management, investment planning, tax planning, estate planning, and cash flow management. Jake also works closely with the Investment Operations team, supporting portfolio allocations, rebalancing, reconciliation, and trading.
Before joining Aurelius, Jake was part of the Client Service Team at a multi–single-family office in Boston, MA, where he gained valuable experience in personalized wealth management.
Legacy & Credentials
From his early experience in client service to his current role in financial planning, Jake’s career reflects a lasting commitment to helping clients achieve their unique financial goals.
Education
- Bachelor of Science in Business Administration – Southern New Hampshire University
Greatest Professional Satisfaction
Jake takes great pride in collaborating with a highly skilled team committed to delivering tailored solutions that address each client’s financial needs and aspirations.
Community Involvement
He volunteers his time to help maintain local hiking and mountain biking trail networks, contributing to the outdoor spaces he enjoys.
Greatest Personal Satisfaction
Jake values quality time with family and friends, especially while camping or hiking in New Hampshire’s White Mountains. Depending on the season, he also enjoys mountain biking, skiing, fly fishing, and hunting throughout New England.
Guidance Starts Here
Connect with Our Team
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