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John Jacoby, Financial Advisor

FINANCIAL ADVISOR
John M Jacoby

CFP®, AAMS™
4200 Somerset Dr Suite 241, Prairie Village, KS 66208opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

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

About John

I joined Edward Jones in 2018 to help others understand and improve their financial situation. As a CERTIFIED FINANCIAL PLANNER™ professional, I have a thorough process to identify goals and help my clients understand their assets, performance, costs and risks. I take pride in providing transparent and straightforward service with honesty and integrity. My clients have unique goals and circumstances. We collaborate to develop personalized strategies by focusing on what matters most to them.

Outside of the office, I participate in volunteer and community events to help out in our community, including:
- Big Brothers Big Sisters
- Shawnee Chamber of Commerce Member
-...

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of KansasBachelor of Science

Personal Interests

  • Personal Fitness
  • Sports Enthusiast
  • Volunteering
  • Pets
  • Traveling

Team Members

  • Pamela Riden
    Sr. Branch Office Administrator
  • Kaitlyn Chichuk
    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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(913) 722-0743

Fax

(877) 341-4740

Office Address

4200 Somerset Dr Suite 241
Prairie Village, KS 66208opens in a new window

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