Jake Klima - Email & Phone Number

President of Advisor Development at Advisors Excel

Jake Klima is based out of Topeka, Kansas, United States and works at Advisors Excel as President of Advisor Development.

Jake Klima's Contact Information

Jake Klima's Work email

j*****@adviso***.com

Valid

Latest update

September 18, 2025

Location

Topeka, Kansas, United States

Jake's current employer

Advisors Excel

Description

We’ve gathered top marketing best practices, proven sales strategies and tested seminar tactics to make your job easier as a financial ad...

Website

advisorsexcel.com

HQ Location

Topeka, KS, United States

Number of employees

501-1000

Industry

Financial Services

Latest update

May 1, 2024

Read about Advisors Excel

Frequent questions about Jake Klima

What company is Jake Klima working for?

Jake Klima works for Advisors Excel.

What is Jake Klima's function at Advisors Excel?

Jake Klima is President of Advisor Development at Advisors Excel.

Where is Jake Klima based?

Jake Klima is based out of Topeka, Kansas, United States.

What is Jake Klima's work email address?

Jake Klima's professional email address is j*****@adviso***.com

Who are Jake Klima's co-workers?

Jake Klima's colleagues are Todd Morrissey, David Byers, Gary Robertson, Cody Foster, Jim Bowman, Greg Burton, Brian Theis, Aaron Bachelor, Amy Hastings, Jennifer Rezac, Kimberly Sixkiller, Ali McDermed, Drew Porter, Beth Reiners, Steven Bradley, Sarah Carson, Melissa Pierson, Jake Lenherr, Jill Martin, Samantha Ward, Jessica Iverson, Jason Lueger, Cory Swain, Josh Whitehead, Anna Gemmer, Cassie Carlson, Amy Whitaker, Shannah Sumner-Harvey, Kelsey Parkes, Stephanie Oehlert, Damon Advisors, Amanda Guerrero, Ashley Pritz, Antoine Polite.

Jake's co-workers

Todd Morrissey

President Medicare Solutions

Chief of Staff to CEO

Brian Theis

Vice President of Advisor Development

Aaron Bachelor

Vice President of Marketing

Amy Hastings

Project Coordinator

Jennifer Rezac

Media Content Coordinator & Broadcast Host

Kimberly Sixkiller

Vice President of Medicare Solutions

Ali McDermed

Account Coordinator

Drew Porter

Vice President of Sales

Beth Reiners

Vice President - Annuity Operations

Steven Bradley

Vice President of Life Insurance

Sarah Carson

Video Production Coordinator

Melissa Pierson

Vice President Compliance

Jake Lenherr

VP of Life Insurance

Jill Martin

Vice President of Life Operations

Samantha Ward

Advertising Review Coordinator

Jessica Iverson

Associate VP of Life Sales and Marketing

Jason Lueger

Vice President of Advisor Development

Cory Swain

Vice President of Advisor Development

Josh Whitehead

VP of Advisor Development

Anna Gemmer

Creative Account Coordinator

Cassie Carlson

Advisor Training Coordinator

Amy Whitaker

Associate VP of Life Marketing

Shannah Sumner-Harvey

VP of Marketing

Kelsey Parkes

IT Marketing Coordinator

Production Coordinator

Ashley Pritz

Marketing Coordinator

Antoine Polite

VP Marketing

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