Jake Blumenthal is a Wealth Management Advisor at Trivera Wealth Management, where he combines a strong foundation in finance and economics with a passion for market research, investment strategy, and helping clients make informed financial decisions.
A Tucson native, Jake earned two bachelor’s degrees from the Northern Arizona University Honors College: a Bachelor of Science in Finance and a Bachelor of Science in Economics. He began working in wealth management with Natalie in 2022 as a Portfolio Analyst before advancing to his current role as a licensed Wealth Management Advisor.
Jake first developed his passion for the stock market through financial and technical analysis while working with a small registered investment advisory firm in Scottsdale, Arizona. Today, he works closely with clients to evaluate investment opportunities, manage portfolio risk, and develop thoughtful investment strategies aligned with their long-term goals. His particular interests lie in stock selection and identifying long-term growth opportunities.
His passion for the markets extends beyond his work with clients. Jake created Blume’s Bulls & Bears, a weekly market newsletter where he shares market insights, investment ideas, and economic commentary. He is also a contributing author for Seeking Alpha, a leading financial research platform used by millions of investors. He is continually studying the markets, researching companies, and looking for new investment opportunities while expanding his knowledge of investing and portfolio management.
Jake is equally passionate about giving back to the community where he grew up. He serves on the Board of Tucson Young Professionals and the Advisory Board for the Northern Arizona University Honors College and previously served as Treasurer of the Southern Arizona Educational Council. He also volunteers with the Rotary Club of Tucson, Junior Achievement, the Tucson Jewish Community Center. Through these roles, he is committed to strengthening the Tucson community, supporting local students, and creating opportunities for the next generation.
Outside of the office, Jake is a self-described foodie who enjoys exploring Tucson’s local dining scene. He is also an avid sports fan, particularly of Boston teams, and enjoys reading, traveling, discovering great television shows, and spending time with family. Above all, Jake enjoys discussing stocks, the markets, and long-term investment opportunities and is always looking for ways to expand his knowledge.