Jake Wallingford, CFP®
Wealth Planner
(816) 648-6700
Jake Wallingford specializes in helping individuals and families discover long-term financial success based on their own unique goals and circumstances.
Jake’s mission is simple: to educate and serve by carefully developing a financial plan that helps solve for your short and long-term goals.
Whether you’re a young professional accumulating assets or are already retired, on Social Security and need to get the most out of your money, Jake will be in your corner providing guidance every step of the way.
Always friendly and sociable, Jake will make every interaction an easy and personable one. He begins his discovery process by gathering important information about you and your family, identifying goals, defining your current financial situation, and determining your risk tolerance.
Jake graduated from Missouri Western State University with a BSBA in Accounting and is an active member of Crosspointe Community Church. Jake lives in St. Joe with his wife, Kathy, and their son, Whitman. Always up for new experiences, Jake loves trying various foods, spirits and hobbies. He also enjoys a game of disc golf, participating in his church softball league and playing hide-n-seek with his two-year-old.
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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