Our Professionals

John (Jake) W. Filoon III
President & Chief Operating Officer

Jake joined Weston Financial in May of 2011 after twenty-one years with Bank of America where he held various wealth management and corporate roles. Most recently he served as a Managing Director of Investments for Bank of America Merrill Lynch’s Retirement and Philanthropic Services business. His other wealth management activities included positions for U.S. Trust, The Private Bank, Columbia Management Advisors, Columbia Management Company, and Columbia Trust Company. Prior to these roles Jake served as a Managing Director within legacy holding company Corporate Strategy & Development departments, working on company mergers, acquisitions, and strategic planning. Jake oversees Weston Financial’s business activities, including sales, client service, and operations. He is also a Trustee of the New Century Portfolios to which Weston Financial serves as the Advisor.  He received a B.A. from Colby College and an M.B.A. from Babson College.

Weston Financial  |  Wellesley Office Park  |  100 William Street, Suite 200  |  Wellesley, MA 02481  |  781.235.7055
Weston Financial is a division of Washington Trust Wealth Management
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Not FDIC Insured | No Bank Guarantee | May Lose Value
Not a Deposit | Not Insured by any Federal Government Agency