Work History
Edward Jones
Edward JonesJune 2018 to Current
Focus Areas
- Business Retirement Plans
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
- Insurance & Annuities
- New Investors
About Jake
Before you can begin working toward achieving your financial goals, you must first define what is most important to your and your family. These goals may include retiring comfortably, helping your children or grandchildren through college, a comprehensive financial strategy or something else.
For me, it is important to understand what is most important to you. From there, we will use an established process to build a personalized strategy, and partner together throughout your life to help keep you on track.
A 2018 graduate of Missouri State University, I hold a master's degree in business administration in conjunction with a...
For me, it is important to understand what is most important to you. From there, we will use an established process to build a personalized strategy, and partner together throughout your life to help keep you on track.
A 2018 graduate of Missouri State University, I hold a master's degree in business administration in conjunction with a...
Work History
Edward Jones
Edward JonesJune 2018 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Missouri State University
Missouri State UniversityMaster of Business AdminMissouri State University
Missouri State UniversityBachelors
Education
Missouri State University
Missouri State UniversityMaster of Business AdminMissouri State University
Missouri State UniversityBachelors
Personal Interests
- Hunting
- Fishing
- Golfing
- Spending Time with Family
- Real Estate
Team Members
Karen GabrieleSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Phone
(573) 265-1613Fax
(844) 806-8043Office Address
127 E James BlvdSaint James, MO 65559
Location
Saint JamesFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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