Jake Bulian has been an investment adviser representative at Traub Capital Management since July 2025, and is not listed among the firm’s executive officers or direct owners. Jake Bulian holds a Bachelor's degree in Finance from Quinnipiac University.
Traub Capital Management, LLC is a Needham, MA firm with $211M under management, 131 clients and 4 advisers in one office, as of its March 2026 filing.
Jake Bulian is a wealth manager at Traub Capital Management. Before joining the firm, he worked at Deloitte in its Private Equity Tax group, and before that for five years at State Street Corporation in its Private Equity Administration group.
- Traub Capital ManagementCurrent– present · 1 yearNeedham, MA · Adviser representative · Firm CRD 136851
Professional designations
Listed by Traub Capital Management
- CFA
Investment adviser representative registrations
Jake Bulian is registered as an investment adviser representative in 3 states. The first approvals date from July 2025; the most recent is Massachusetts, in November 2025.
- FloridaSince 15 August 2025
- MassachusettsSince 12 November 2025
- TexasSince 11 July 2025
Examinations
No examinations are on Jake Bulian’s record.
- Full name
- Jake Ethan Bulian
- CRD
- 8130614
- Firm
- Traub Capital Management · CRD 136851
- Office
- 97 CHAPEL ST, SUITE 7, Needham, MA 02492-2680
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- traubcapital.com
Where does Jake Bulian work?
Jake Bulian is an investment adviser representative registered through Traub Capital Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jake Bulian a financial advisor?
Yes. Jake Bulian has a current investment-adviser registration in Florida, Massachusetts and Texas, through Traub Capital Management since July 2025.
How many years of experience does Jake Bulian have?
Jake Bulian has 1 year in the financial industry, since July 2025, across 1 adviser firm.
Where is Jake Bulian based?
Jake Bulian’s registered office is in Needham, MA.
Is Jake Bulian registered with FINRA?
No. Jake Bulian has no current broker registration.
Is Jake Bulian a CFA charterholder?
Traub Capital Management lists Jake Bulian with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Jake Bulian’s record?
Search CRD 8130614 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Bulian’s full registration record.