Edward Jones - Financial Advisor: Jake Shockley, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Jake Shockley is a Certified Financial Planner (CFP®) based in St James, Missouri, providing financial planning and investment guidance to local clients. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Jake emphasizes the importance of face-to-face consultations to understand and meet his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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