Work History
Edward Jones
Edward JonesNovember 2011 to Current
FINANCIAL ADVISOR
Shane Jacksteit
CFP®, CAP®, AAMS™, CRPC™
438 South Murphy Ave Suite 201, Sunnyvale, CA 94086opens in a new windowClient by Referral
Serving clients with $2,000,000
Focus Areas
- Charitable Giving
- Not-for-profit Organizations
- Values and Faith Based Investing
- Sustainable investing
- Estate & Legacy Strategies
- Employee Stock Options
About Shane
As a firm believer in the transformative power of philanthropy, I have dedicated my career to helping generous families and nonprofit organizations create meaningful, lasting change. By tailoring financial strategies to their goals, I help turn aspirations into impactful legacies that make the world a better place.
My commitment to giving back extends beyond my professional role—it’s a reflection of my core values. Co-chairing Sunnyvale Community Services’ $22 million capital campaign reinforced my dedication to community service and inspired me to pursue the Chartered Advisor in Philanthropy® or CAP® designation. This experience deepened my understanding of the unique challenges and opportunities...
My commitment to giving back extends beyond my professional role—it’s a reflection of my core values. Co-chairing Sunnyvale Community Services’ $22 million capital campaign reinforced my dedication to community service and inspired me to pursue the Chartered Advisor in Philanthropy® or CAP® designation. This experience deepened my understanding of the unique challenges and opportunities...
Work History
Edward Jones
Edward JonesNovember 2011 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CAP®
Chartered Advisor in Philanthropy®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Vanguard University
Vanguard UniversityBachelor of Arts
Education
Vanguard University
Vanguard UniversityBachelor of Arts
Personal Interests
- Volunteering
- Community Outreach
- Spending Time with Family
- Board Games
- Camping
Team Members
Vera Mae LaverBranch Office Administrator
Diamond TangBranch Office Administrator
Carmen ChavarriaBranch Office Administrator
Upcoming Events
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 02:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 02:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
SunnyvaleFor 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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