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portrait of Jacob McKissack
FINANCIAL ADVISOR

Jacob McKissack

2512 North Mount Juliet Rd, Mount Juliet, TN 37122opens in a new window
CallSend Me a Message

About Jacob

My goal is to understand the individual personal values and financial goals of my clients and then use this understanding to build a customized strategy to help them achieve their goals. I believe successful investors need the right plan, the right investments and the right coach to make informed decisions about their financial future. We use our established process to identify and track financial goals while working closely with clients' accountants and attorneys to provide extensive guidance and advice.

I have been a financial advisor with Edward Jones for over 10 years. My Senior Branch Administrator, Christine Beasley, has been with...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesMarch 2013 to Current

Education

  • Middle TN State UniversityMaster of Science

Team Members

  • Christine Beasley
    Sr. 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 - 04:30PM
Sat Closed
Sun Closed

Phone

(615) 758-9476

Fax

(877) 335-9593

Office Address

2512 North Mount Juliet Rd
Mount Juliet, TN 37122opens in a new window

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