Jake Slocum
Associate Advisor
I am proud to be part of R|W Investment Management, a firm whose relationship-first approach and commitment to humble inquiry resonate with me. I value cultivating meaningful, trust-based relationships and taking the time to genuinely listen, learn, and understand each client's unique story, values, priorities, and goals for the future.
As an Associate Advisor, I am committed to helping clients navigate financial decisions through thoughtful service and guidance. I believe these decisions often support something greater: family, security, accomplishment, opportunity, and the freedom to enjoy life's meaningful moments. My goal is to help individuals and families feel heard, informed, and supported through both planned and unexpected life transitions.
I earned my Master of Business Administration from Boise State University after completing a Bachelor of Science in Finance at Iowa State University. I was also a Division I student-athlete on the men's golf teams at Iowa State University and Boise State University. These experiences strengthened my work ethic, preparation, accountability, and team-first mindset, while reinforcing my belief in lifelong curiosity. I look forward to growing alongside the R|W team, contributing to its collaborative and innovative culture, and helping make a meaningful difference in the lives of the clients we serve.
Outside the office, I enjoy spending time on the golf course, exploring all that Idaho has to offer, and being with friends and family. As a native Idahoan, I am grateful to call this community home and value the relationships and experiences that bring purpose and fulfillment to life.