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portrait of Jake Nance
FINANCIAL ADVISOR

Jake Nance

CFP®, ChFC®, AAMS™
3210 S Gilbert Rd Ste 3, Chandler, AZ 85286opens in a new window
CallSend Me a Message

About Jake

I am passionate about what I do because I believe I can make a difference in the lives of families in my community. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's most important to you before you invest your money. Once I know what goals you are working toward, I can help determine the most appropriate financial strategy for you and your family. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help you reach your long-term financial goals.

As a child, I grew...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Employee Stock Options
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Arizona State UniversityAugust 2022 to February 2023
  • DemiDecMay 2019 to September 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Arizona State UniversityBachelor of Arts
  • Arizona State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Culinary Arts
  • Hiking
  • Skiing

Team Members

  • Sharon Huffman
    Registered Branch Associate
    AAMS™, CRPS™, FPQP®
  • Cherie White
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 07:30AM - 07:30PM
Wed 07:30AM - 06:30PM
Thu 07:30AM - 07:30PM
Fri 07:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Phone

(480) 895-3254

Fax

(800) 595-5143

Office Address

3210 S Gilbert Rd Ste 3
Chandler, AZ 85286opens in a new window

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