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portrait of Will Jakes
FINANCIAL ADVISOR

Will Jakes

110 Hillsboro St, Oxford, NC 27565opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Will

I began my career as a financial advisor in 2013. Prior to joining Edward Jones, I attended North Carolina State University, graduating summa cum laude in 2010 with a degree in political science. I then attended graduate school in California before returning home to open my practice in 2013. My family has lived in Oxford since 1994.

Since joining the firm, I have served in many leadership roles. In 2017, I was the recruiting leader for eastern North Carolina and was responsible for bringing new and veteran financial advisors to the firm. I have also served as a coach and...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2013 to Current

Education

  • North Carolina State UnivBachelor of Arts

Personal Interests

  • Skiing
  • Surfing
  • Running
  • Reading
  • Mountain Biking

Team Members

  • Wanda Elmore
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 690-8685

Fax

(877) 479-2151

Office Address

110 Hillsboro St
Oxford, NC 27565opens in a new window

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