At Edward Jones, I focus on serving the financial needs of individual investors and small business owners. We have built our business by treating our clients as they would want to be treated, a simple idea that still makes sense in today’s complex marketplace. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Whether you need to save for a child’s college education or prepare for retirement, I can help.
I earned a bachelor’s degree in finance from Monmouth University in West Long Branch, NJ. In addition, I received the CFP® professional designation in 2017. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Originally from Wayne, PA, I have lived and worked on the Main Line for over 30 years. My wife, Amanda; two children, Cole and Mason; and I currently reside in King of Prussia. I am an active member of the community, serving in the Wayne Rotary Club, The Wayne Business Association and volunteering with many local organizations.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Connect with me on LinkedIn: https://www.linkedin.com/in/jakeszulinski
Follow me on Facebook: https://www.facebook.com/jakeszu/
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address676 E Swedesford Rd
Wayne, PA 19087
Phone NumberJake Szulinski at (484) 580-8567
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