You're signed outSign in or to get full access.
Jake Turbow
Senior Research Analyst at Taylor Frigon Capital Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Taylor Frigon Capital Management LLC | Senior Research Analyst | Oct 2018 to Jun 2023 | — |
| Lava Seats | Inventory Analyst | Apr 2018 to Oct 2018 | — |
| Lava Seats | Financial Analyst - Inventory and Pricing | Mar 2018 to Sep 2018 | — |
| Glenn Burdette | Tax Accountant | Aug 2017 to Apr 2018 | — |
| Mesirow Financial | Assistant Vice President | Oct 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
Others at Taylor Frigon Capital Management LLC (6)
| Name | Role | Location |
|---|---|---|
| President and Chief Investment Officer | Scottsdale, AZ , United States | |
| Portfolio Manager and Client Relations | Meridian, ID , United States | |
K Karen Frigon | Principal and COO | Scottsdale, AZ , United States |
| Research Analyst | Paso Robles, CA , United States | |
| Research Analyst | Scottsdale, AZ , United States | |
| Director of Research and Economist | Scottsdale, AZ , United States |