In 2006, I joined Edward Jones as a financial advisor and became a limited partner with the firm in 2014. My passion is helping clients reach their most important financial goals. I assist over 250 families plan for retirement, live comfortably in retirement and plan for the transfer of their wealth to the next generations.
I earned a B.A. in finance from Michigan State University. In December of 2018, I earned my CFP certification. I strive to continue to learn and grow to better serve the families we work with.
I sit on the board of St Paul's Senior Services and the Metro CDC. I feel it is important to give back to the community. I enjoy spending time with my family. My wife, Michelle, along with Forrest and Lily, our two children, enjoy the outdoors and traveling together as a family.
Focus areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
My Personal Interests
- Hiking
- History and Museums
- Wine Collecting/Enthusiast
- Volunteering
- Sports Enthusiast
Personal Interests
- Hiking
- History and Museums
- Wine Collecting/Enthusiast
- Volunteering
- Sports Enthusiast
Office Information
Phone Number
Jake Sutton at (619) 235-4219Branch Team
- Kathryn Courter
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Kathryn Courter
- Branch Office Administrator
Branch Team
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