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Jake Turbow

Jake Turbow

Senior Research Analyst at Taylor Frigon Capital Management LLC

San Luis Obispo, CA , United States

About

Jake Turbow serves as Senior Research Analyst at Taylor Frigon Capital Management LLC, based in San Luis Obispo, California, where he leads in-depth analysis and evaluation of investment opportunities. His role includes conducting fundamental research, developing investment theses, and supporting portfolio management decisions.

Turbow specializes in publicly traded equities, focusing particularly on growth-oriented small to mid-cap companies across sectors such as technology, healthcare, and industrials. He is involved in sourcing new ideas, monitoring portfolio positions, and maintaining sector expertise to support the firm's long-term investment strategies.

Prior to joining Taylor Frigon, Turbow worked as an Inventory and Financial Analyst at Lava Seats, gaining experience in financial modeling and inventory management. He holds a Bachelor of Science in Economics with an emphasis on Financial Management from California Polytechnic State University-San Luis Obispo, underscoring his expertise in rigorous economic analysis and corporate finance. No industry awards or external publications were found in current public sources.

Career History

OrganizationRoleDate RangeDetails
Taylor Frigon Capital Management LLCSenior Research AnalystOct 2018 to Jun 2023
Lava SeatsInventory AnalystApr 2018 to Oct 2018
Lava SeatsFinancial Analyst - Inventory and PricingMar 2018 to Sep 2018
Glenn BurdetteTax AccountantAug 2017 to Apr 2018
Mesirow FinancialAssistant Vice PresidentOct 2015 to Jul 2017

Education

California Polytechnic State University-San Luis Obispo

Bachelor of Science - BS, Economics - Financial Management

San Luis Obispo High School

Skills & Expertise

Leadership
Alternative Investments
Gauss
PowerPoint
Social Media
Economics
Corporate Finance
Stock Market
Administrative Work
Calculus
Financial Engineering
Financial Economics
Matlab
Portfolio Management
Financial Econometrics
Data Analysis
Derivatives
Financial Modeling
Market Research
Economic Modeling
Equities
Outlook
Microsoft Office
Microsoft Word
Investment Strategies
Bloomberg Terminal
Caseware
MS Excel Pivot Tables
Microsoft Excel
Bond Markets
Munis
Quantitative Analytics
Customer Service
Financial Analysis
High Yield Bonds
Quantitative Finance
Management
Teamwork
Financial Reporting
Stock Market Analysis
Credit Analysis
Quantitative Research
Research
Econometrics
Municipal Bonds
Excel models
Organization
Options
Financial Markets
Access

Others at Taylor Frigon Capital Management LLC (6)

NameRoleLocation
Gerry Frigon
Gerry Frigon
President and Chief Investment OfficerScottsdale, AZ , United States
John Ferebee
John Ferebee
Portfolio Manager and Client RelationsMeridian, ID , United States
K
Karen Frigon
Principal and COOScottsdale, AZ , United States
Michael Frigon
Michael Frigon
Research AnalystPaso Robles, CA , United States
Josh Mathisen
Josh Mathisen
Research AnalystScottsdale, AZ , United States
Matthew Sepulveda
Matthew Sepulveda
Director of Research and EconomistScottsdale, AZ , United States