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Jake Rosen
Business Name:
Edward Jones
Business Description:
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.
How Member Creates Value:
I partner with my clients to create personalized strategies that help them reach their long-term goals. I take pride in educating my clients, so that they truly understand the "why" behind every decision we make as a team.

About me

I have been a member of the Edwards Jones family since long before getting hired. I grew up watching my father, who has been a financial advisor with the firm for 30 years, build deep relationships with his clients and help them achieve and reach their goals for the future. Seeing the mutual respect that he and those he serves have for each other inspired me to follow in his footsteps and begin my career with Edward Jones in early 2020. I graduated from California Lutheran University in 2019 with a degree in business administration and an emphasis in finance. During my four years there, I was a member of the Men's Golf team as well as the business fraternity Delta Sigma Pi.

Credentials

  • Member since 2023
  • CERTIFIED FINANCIAL PLANNER™
  • Series 66
  • Series 7
  • Life and Health Insurance

Interests

  • Golf
  • Los Angeles Lakers
  • Snowboarding
  • Guitar
  • Sushi