As an Edward Jones financial advisor in Rancho Bernardo, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I attended San Diego State University and graduated with a bachelor's degree in business administration-finance in 1995. Since then, I worked with Enterprise Rent-A-Car for 14 years, Farmers Insurance and Financial Solutions for 5 years, and joined Edward Jones in 2014.
Originally from Plentywood, MT, I have lived in San Diego since 1990. My wife of 13 years, Cheryl, and I have a daughter, Camryn (8), and son, Jensen (5). My passion outside of work is my family. I also enjoy playing golf and volunteering in my local community of Rancho Bernardo.
My branch office administrator, Diane O'Kelley, and I have over 20 years of combined experience and are dedicated to providing you with the highest level of service possible.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your financial goals.
I truly look forward to being of service to you!
- Insurance & Annuities
- Wealth Strategies
- Divorce Finances
- LGBT Finances
- Retirement Savings Strategies
- Special Needs Financial Considerations
Office Address16766 Bernardo Center Drive
San Diego, CA 92128
Phone NumberJason S Polk at (858) 613-3604
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
- Web Conferencing
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