Jake was born in Price, Utah. His parents moved shortly after he was born. He grew up in Fayette, Utah. He graduated from Gunnison High School in 2003. He graduated from Snow College with an Associates degree in 2004. He then served a mission for The Church of Jesus Christ of Latter-Day Saints in Tampico, Mexico. He is fluent in English and Spanish. He graduated from SUU with a Bachelors degree in Finance in 2010 and with a Masters of Business Administration in 2011. He married Mikaleen Loveless Mellor in 2008. They have one daughter.
He worked in Southern Utah serving clients and gaining valuable experience while attending college. He returned to Price to start his own business and built an office in 2011.
Jake dedicated himself from 2009-2012 to gaining work experience, improving his skills, and continuing his education working towards becoming a CERTIFIED FINANCIAL PLANNER™. In September of 2012, Jake completed this process and is now a CFP®. His gained experiences allowing him to see the whole financial picture, not just one area of it. He is currently serving clients across the state of Utah.