Person · officer / director

Jake Kaufman

President · National Association of Insurance & Financial Advisors - Montana

President at National Association of Insurance & Financial Advisors - Montana. Listed as an officer, director, or key employee across 1 organization on the Form 990 record.

This is me

Ambiguous identity This name matches 4 other individuals we could not verify as the same person. Each is kept as a separate record below — treat them as distinct people unless an explicit match is confirmed.

Organizations

Roles reported

Others who share this name

Who this is

Profile

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✓ Verified from filings

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Reported as President of National Association of Insurance & Financial Advisors - Montana, based in Kalispell, MT.

Facts extracted directly from each organization's Form 990, Part VII.

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Affiliations

Organizations

National Association of Insurance & Financial Advisors - Montana President · $91K revenue · Kalispell, MTFiled FY2025 · Source: Form 990, Part VII

Disambiguation

Other people named Jake Kaufman

Different individuals who share this name, separated by IRS Schedule R, mailing address, and shared-board evidence. The 990 carries no person identifier, so some may still be the same person.

Jake Kaufman 1 organization · Sn Luis Obisp, CABellevue Santa Fe Charter School INC

Jake Kaufman 1 organization · Sn Luis Obisp, CAJewish Community Center of San Luis Obispo

Jake Kaufman 1 organization · Scotland, PAChambersburg Golf Club

Jake Kaufman 1 organization · San Luis Obispo, CAHillel the Foundation for Jewish Campus Life

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

Anita Newlin

Executive Director · FY2025

$34K

Secretary · FY2025

Treasurer · FY2025

President · FY2024

Secretary · FY2024

President · FY2023

Secretary/Treasurer · FY2023

Network

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