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.