portrait of Jake McNiel
FINANCIAL ADVISOR
Serving clients with $250,000
CallSend Me a Message

About Jake

As an Edward Jones financial advisor, my focus is on partnering with individuals and families to help create individualized strategies that lead to achieving your financial goals. Your financial future can be hard to plan for – I'm here to help in getting started, updating your current strategy and staying on track.

I hold a Bachelor of Science degree from the University of Kansas. I began my career at American Century Investments in 2014, where I built my foundation as a financial advisor. I made the transition to Edward Jones in February 2022, where I continue to serve my clients...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Intergenerational Planning

Work History

  • Edward JonesFebruary 2022 to Current
  • American Century InvestmentsSeptember 2014 to February 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of KansasBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Cooking
  • Skiing

Team Members

  • April Freeman
    Branch Office Administrator

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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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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