Jake Ryan serves as the Practice Operations Lead at Union Strategic Advisors, where he plays a central role in overseeing the day-to-day operational needs of the practice, helping to deliver a seamless client experience. Since joining the team in late 2024, Jake has become a key resource in supporting the team’s advisors and managing the behind-the-scenes processes that keep client accounts and service activities running efficiently.

A graduate of the University of Louisville College of Business and a Henry Vogt Scholar, Jake brings several years of experience spanning both Raymond James and Fidelity, along with a strong foundation in brokerage operations, account servicing, and advisor support. He holds both the Series 7 and Series 63 securities licenses, and his background has given him specialized expertise in Retirement and Health Savings Accounts, as well as a deep understanding of the service and operational processes that support clients’ long-term financial needs.

Jake is committed to the client-first philosophy that defines Union Strategic Advisors, combining operational precision with highly personalized service, helping to maintain the high level of responsiveness and personalized care clients have come to expect. As he continues to expand his experience within the practice, Jake remains focused on delivering exceptional support and contributing to the practice’s continued growth.