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Jake Williams, Financial Advisor

FINANCIAL ADVISOR
Jake Williams

AAMS™
3201 Lafayette Road, Hopkinsville, KY 42240opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

About Jake

My favorite part of being a financial advisor is getting to build relationships with my clients. I love sending a little gift when a new grandbaby is born, getting a picture from a dream vacation or giving them a hug when someone they love passes away and telling them I am here for them. Yes, we discuss goals, allocations, rates of return, insurance, etc., but I genuinely love hearing about all the great things happening in my clients’ lives.

When my clients work with me, there is absolute transparency. I am transparent on my costs, investment selection and the strategies we...

Work History

  • Edward JonesMarch 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Union UniversityBachelor of Science

Personal Interests

  • Golfing
  • Hunting
  • Football

Team Members

  • Debra Thomas
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Phone

(270) 885-5000

Fax

(888) 331-8064

Office Address

3201 Lafayette Road
Hopkinsville, KY 42240opens in a new window

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