portrait of Jake Francis

About Jake

My primary goal is to help serious, individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to plan for retirement, save for a child’s college education, reduce taxes or prepare for life's unexpected events, I can help.

I attended Colorado State University and graduated in 2008 with a degree in political science. I worked in politics for a couple of years, but decided I enjoyed serving people in different capacities, including finance positions within the U.S. Army, health care and education. I graduated magna cum laude from Colorado State University in 2017 with a master's...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving

Work History

  • Edward JonesMarch 2014 to Current

Education

  • Colorado State UniversityMaster of Science
  • Colorado State UniversityBachelor of Arts

Personal Interests

  • Community Outreach
  • Traveling
  • Baseball
  • Real Estate
  • Golfing

Team Members

  • Diane Broman
    Sr. Branch Office Administrator
  • Sue Witcher
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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