Jake Rees joined the Firm in April 2024 to support daily account reconciliation, trade processing and portfolio reporting. He also acts as a liaison between brokers and custodians.

Before joining Chandler, Jake worked within the registered investment adviser (RIA) retail space at Callan Capital as a Client Service and Operations Associate and at BWM Financial as a Client Service Specialist/Junior Trader.

Originally from Palm Springs, California, Jake graduated from UCLA in 2017 with a degree in Economics. With over five years of experience in the financial sector, he’s supported advisers in various roles, handling client onboarding, account maintenance, trades, and other core functions.