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portrait of Jake Shore
FINANCIAL ADVISOR

Jake Shore

CFP®, ChFC®
8719 Southeastern Avenue, Wanamaker, IN 46239opens in a new window
CallSend Me a Message

About Jake

A wonderful aspect of my profession is seeing the impact my branch team can have on our clients' financial health. I don't just help our clients with their investments and assets; I give them financial guidance to enjoy their passions.

I began my career with Edward Jones in 2006 working in our corporate headquarters in St. Louis, MO. In 2008, I relocated to Indianapolis and began to serve clients to help them achieve their financial goals. I've received the CERTIFIED FINANCIAL PLANNER™ or CFP® certification as well as the Chartered Financial Consultant® or ChFC® designation.

Clients often come to me during...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Missouri Baptist UniversityBachelor of Science

Team Members

  • Sarah Barnhart
    Registered Branch Associate
  • Rachel Berry
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(317) 862-9668

Fax

(877) 400-8998

Office Address

8719 Southeastern Avenue
Wanamaker, IN 46239opens in a new window

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