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Jake Sutton, Financial Advisor

FINANCIAL ADVISOR
Jake Sutton

CFP®, AAMS™
2550 5th Ave Ste 65, San Diego, CA 92103opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable investing

About Jake

I joined Edward Jones as a financial advisor in 2006 and became a limited partner with the firm in 2014. My passion is helping clients reach their most important financial goals. I assist over 250 families with planning for retirement, living comfortably and securely in retirement, and planning for the transfer of their wealth to future generations.

I earned my bachelor's degree in finance from Michigan State University. I earned my CFP® certification in 2018, and I am committed to serving our clients' best interests with the highest ethical standards. I strive to continue to learn and grow to better...

Work History

  • Edward JonesApril 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Michigan State UnivBachelor of Arts

Personal Interests

  • Golfing
  • Wine Collecting/Enthusiast
  • Volunteering
  • Sports Enthusiast
  • History and Museums

Team Members

  • Kathryn Courter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(619) 235-4219

Fax

(800) 208-1897

Office Address

2550 5th Ave Ste 65
San Diego, CA 92103opens in a new window

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