As far as I can remember, I've always wanted to work in the financial markets. I would be up early in the morning with my father to watch the stock market on CNBC and listen to the news and insights going on for that day. This was during the tech bubble, so I've seen markets swing from the highs to the lows.
For a young man born and raised in Cut Bank, MT, I never dreamed of working on Wall Street. I always dreamed of working with my family, friends and neighbors to help them reach financial security and achieve goals.
I started my college at the University of Montana in Missoula, and that solidified my desire to work in financial services. Once I graduated in 2011 with a double major in accounting and finance, I was able to begin working for Edward Jones and I haven't looked back!
At Edward Jones, we work with select families and small businesses who are seeking long-term solutions to their financial goals. We focus on individual and company retirement plans, wealth transfer strategies and guidance for retirement and education savings. Using our established process, we will find a solution that will suit what is most important to you.
Living and working in Whitefish, MT has always been a dream of mine, ever since I was a 4- year-old vacationing in Bay Point or skiing on Big Mountain. I am blessed to be in such a position in life to see my childhood dreams come to fruition.
When I'm not in the office, I enjoy skiing, snow shoeing, paddle boarding and hiking. On most weekends in the fall, I look forward to attending Griz football games and watching the 49ers on TV.
My branch office administrator, Juanita Shanklin, and I look forward to working with you to reach your long-term financial goals and helping you live your life in comfort!
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
- Movies & Entertainment
Office Address120 Lupfer Ave
Whitefish, MT 59937 opens in a new window
Phone NumberJake Armstrong at (406) 862-3511
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