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James K. Cluverius, Jr.

James K. Cluverius, Jr., JD, AAMS®

Private Wealth Advisor
Managing Partner


864-686-5426   /   Email   /   LinkedIn Profile


James “Jake” K. Cluverius, Jr., JD, AAMS®, Managing Partner, became a Wealth Management Advisor to be a problem solver and to establish long lasting relationships with his clients.

As a former attorney and Accredited Asset Management Specialist℠, Jake brings an uncommon perspective to wealth management, and often challenges his clients to think differently about concepts such as risk and reward.

Born and raised in Richmond, VA, Jake earned undergraduate and graduate degrees from Clemson University, followed by a law degree from the University of South Carolina School of Law. Prior to devoting his time to wealth management, Jake enjoyed a successful career as a practicing attorney. He was recognized as a “Rising Star” by Super Lawyers and also named “Legal Elite of the Upstate” by Greenville Business Magazine.

Jake is the former chair of the Board of Directors for Loaves and Fishes, a previous board member of the Clemson University Student Affairs Advisory Board, and currently serves as a board member for Centre Stage.

Jake, his wife Jennie and their two children Dot and Jac, live in downtown Greenville and are members of Downtown Presbyterian Church.

Education and Qualifications

EDUCATION:

Clemson University
University of South Carolina School of Law

LICENSE(S):

Series 7, Series 66, South Carolina State Bar (inactive)

REGISTERED TO DO BUSINESS IN:

CA, GA, MD, NC, NM, SC, TX, VA

AAMS® and Accredited Asset Management Specialist℠ are registered service marks of the College for Financial Planning.

Contact our private wealth advisors The time to start planning for your financial future is now! Talk to our team (864) 686-5355

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