Edmon “Jake” Tomes
Chief Executive Officer
Mr. Tomes serves as the Chief Executive Officer of the Level Four Group of Companies, including Level Four Capital Management, LLC and is a Private Client Wealth Advisor. As the CEO, Mr. Tomes is dedicated to building the firm of the future and driving its vision. His goal is to disrupt the financial services industry and to lead and embrace change. Level Four has tasked itself with the mission of “changing the way financial advice is delivered to you.” Today, Level Four’s clients have access to a diverse team of specialists focused on the delivery of independent financial advice, not exclusively nor dependent upon assets under management. In 2014, Mr. Tomes led the merger with the CPA firm Carr, Riggs & Ingram, LLC, to make one of the largest wealth management firms in the country. Mr. Tomes received his degree from Ambassador University and his Master’s from the University of North Texas. Mr. Tomes holds multiple Investment Advisor, FINRA, and Insurance licenses as he leads the Level Four teams.