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.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
My Personal Interests
- History and Museums
- Wine Collecting/Enthusiast
- Sports Enthusiast
Phone NumberJake Sutton at (619) 235-4219
|Mon||07:00AM - 04:00PM|
|Tue||07:00AM - 04:00PM|
|Wed||07:00AM - 04:00PM|
|Thu||07:00AM - 04:00PM|
|Fri||07:00AM - 04:00PM|
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