Jake Murphy is an Operations Associate at Capital Wealth Advisors’ Charlotte office, where he supports client service, account operations, and day-to-day business activities.
Prior to joining Capital Wealth Advisors in 2025, Jake interned at Raymond James Financial Services, where he gained experience in financial planning, client service, and investment research. He also brings a strong background in leadership and teamwork, developed during his time as a Division I student-athlete and through various military leadership roles at the U.S. Air Force Academy.
Outside of work, Jake enjoys playing basketball, golf, and pickleball, and spending time with his fiancée.
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