Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Jake Halem

Financial Advisor

Jake Halem is a Financial Advisor at Diamond State Financial Group. Jake is passionate about helping clients navigate the world of financial products and markets, enabling them to achieve both short-term and long-term goals. Jake looks forward to building a relationship with his clients and working with them to achieve their goals.

Contact Jake

Education and Experience

Jake graduated from York College of Pennsylvania with a degree in Sport Management and a Minor in Management. He holds his Series 7, Series 66, and SIE registrations as well as his Life and Health insurance licenses.

Community

Jake volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach, and support to make a lasting difference.

Personal

Jake was born in Germantown, Maryland, and currently resides in Middletown, Delaware. In his free time, he enjoys playing golf, lifting weights, and watching his Ohio State Buckeyes win national championships.

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