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AJ Jacobson
Business Name:
Edward Jones - Financial Advisor
Business Description:
Edward Jones is a full service firm founded on the principals of understanding our clients financial goals, partnering with them to put a plan in action, and staying alongside them in their financial journey. We can assist with college planning, retirement planning, general brokerage, and estate and legacy planning. There is never a cost for a consultation and we are happy to help guide anyone on the path to achieving their financial goals.
How Business Creates Value:
We create value for our clients by being a full service firm. Clients can call me directly for advice and we customize every portfolio based on a clients risk appetite and the timeliness of their goals. Because there is never a charge for a consultation we can deliver impact in our communities well past our client base.
How Member Creates Value:
I listen to my clients very carefully and craft a personalized plan for each one. I am able to walk clients through the process in a way they can understand because I want them to feel good about investing. I am always available to be reached directly by my clients because I know this is a partnership built on trust and communication. Ultimately I create value by delivering a return on invested assets.

Skills

  • Household financial planning (Budgets, Saving, Investing)
  • Estate and legacy planning
  • Small business retirement plans (Owner+Employees)
  • Fundamental analytics on all asset types

Credentials

  • Accredited Asset Management Specialist - AAMS
  • FINRA CRD# 6425518

Interests

  • Homebrewing (26 years experience)
  • Ice Hockey (16 years competitive play)
  • Woodworking
  • Board Games

Experience

  • 17 years banking and finance (BofA, Merrill Lynch, JPM Chase, Edward Jones)
  • 15+ years executive leadership (BofA, Merrill Lynch)

Languages

  • English
  • Math