Jake began his insurance career in 2012 with a focus on Medicare and life insurance. As his experience and client needs grew, he expanded into advanced planning solutions such as annuities, long-term care strategies, and retirement-focused financial consulting to better support comprehensive retirement planning.
Jake grew up in Valdosta, Georgia, and attended ABAC in Tifton, where he earned his degree in landscape design. In 2009, he relocated to Jacksonville, Florida, where he built both his career and family life. A few years later, he and his wife welcomed their twins, further deepening his connection to the Jacksonville community.
Jake works alongside a network of trusted business partners who support a wide range of insurance and retirement planning needs. When a client requires services outside of our licensing scope, we provide referrals to respected local professionals, including attorneys, CPAs, and medical providers throughout Jacksonville, St. Augustine, and Orange Park.
Terms of Service
This is a solicitation of insurance. Not connected with or endorsed by the United States government or the federal Medicare program.
Jake Purvis Consulting does not offer tax, legal, or investment advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended as investment advice, nor do they predict future performance of any product. All information provided is believed to be from reliable sources, however we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. Jake Purvis Consulting assumes no responsibility or liability for the content of this message. The information contained herein is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness, timeliness or of the results obtained from the use of this information.
CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation.
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