Jake Giles, Certified Financial Fiduciary®

Jake joined Infinity in 2022 after relocating from Savannah, GA to Asheville, NC—a return to his mountain roots, having grown up in Boone. With over eight years of experience in the financial planning industry, Jake brings a thoughtful and comprehensive approach to helping clients achieve their goals.

He holds the Certified Financial Fiduciary® designation and maintains his Series 65 securities license. Jake graduated from Guilford College with a double major in Business and Accounting. Prior to joining Infinity, he worked with a Raleigh-based advisory firm, where he was responsible for investment operations and portfolio management.

Passionate about wealth management, Jake is an involved member of the American Financial Education Alliance (AFEA) and takes pride in helping clients navigate complex financial decisions with clarity and care. He is known for digging into the details and crafting tailored, thoughtful strategies that reflect each client’s unique situation.

Outside the office, Jake enjoys an active lifestyle and a wide range of hobbies—so much so that he jokingly refers to himself as “The Jake of all trades.” He enjoys hiking, stand-up paddleboarding, golf, disc golf, and pickleball. He shares his home with two cats and his German Shepherd, Artie.