Jake Song
Jake Song is a Financial Advisor with McCune Whiteley Wealth Management and is based in Austin, Texas. Series 7, 65, and 66. Texas life and health insurance license.
Kestra and firm relationship
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
McCune Whiteley Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.
McCune Whiteley Wealth Management: 300+ households, founded 2009.
Education and professional boundaries
Information on this site is general education, not individualized investment, tax, legal, employment, immigration, or insurance advice.
Jake provides tax smart financial planning and can coordinate with a client's CPA when appropriate. Jake is not a CPA or EA and does not prepare tax returns. Kestra IS and Kestra AS do not provide tax or legal advice.
Any later planning, account, investment, or insurance service is separate from the free first conversation. The applicable scope, fee, compensation, conflicts, and tradeoffs are disclosed in writing before a person decides.
Investment and rollover risk
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Diversification does not guarantee a profit or prevent a loss.
A rollover is a significant financial decision. Compare the existing plan, a new employer plan, an IRA, and any available distribution choices. Consider investments, services, fees, protections, tax treatment, withdrawal features, and conflicts before acting.
Hypothetical examples
Sample charts, tax bands, readouts, timelines, calculations, and personas are hypothetical and illustrative. They are not client data, forecasts, guarantees, or individualized recommendations. Actual results and facts will differ.
Availability by location
Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of states in which they are properly registered. Not every product or service referenced on this site is available in every state or through every advisor.
For additional information, contact Jake or Kestra IS and Kestra AS Compliance at 844 553 7872.
Insurance licenses listed on the current firm disclosure
CA Insurance License: Cory McCune #0H62100, Bret Whiteley #4221704, Joseph McGuinness #4502466. AR Insurance License: Cory McCune #14578567, Bret Whiteley #13817562.
Meta nonaffiliation
Jake Song and McCune Whiteley Wealth Management are not affiliated with, sponsored by, or endorsed by Meta Platforms, Inc. References to Meta describe employer plan terms for educational purposes. Jake did not work at Meta.
Outside links
Links are provided as a courtesy or to identify a primary source. McCune Whiteley Wealth Management does not control outside websites or guarantee the completeness or accuracy of their information. Using an outside website is subject to that website's terms and privacy practices.
Kestra provides additional investor disclosures.