Jake Gradwohl

Equity Trader

Jake Gradwohl joined Ferguson Wellman in 2020 and serves as an equity trader. In his role, he is responsible for trading equities across a variety of individually managed taxable, tax-exempt, individual and institutional accounts.

Prior to joining our trading team, Jake served the firm as a Client Relationship Associate and, before that, was an intern at our company. He earned his B.S. in Finance from Oregon State University. Jake is a candidate in the CFA program and is studying to obtain the Charter. He passed the first CFA examination in May 2024 and is currently studying for the second exam.

In his free time, he enjoys skiing, rock climbing, mountain biking and hiking.