Basic Information
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Company
Edward Jones -
Phone
4258233163 -
Email
keanan.jacobson@edwardjones.com -
What is your "why"? Why do you do what you do?
Empowering my clients to reach their financial goals is my passion. My focus is to help people become confident in the financial decisions they make. We do that by creating personalized financial strategies to meet their unique financial goals, and we partner with our clients throughout their lifetimes to help them stay on track. -
About me
I've always had an interest in financial services - when I was in college, I'd encourage classmates to open a Roth IRA as soon as we graduated. I would work out basic retirement plans for my co-workers at the restaurant where I waited tables and stressed the need to set money aside for the future. I genuinely enjoy helping people and serving our community.
I graduated with honors from Western Washington University in 2002 with a degree in communications. After college, I spent years in the non-profit and healthcare fields before switching careers to make a more meaningful impact on people's lives through financial advising with Edward Jones. -
Profession
Financial Planning and Investment Services -
Title
Financial Advisor -
Hobbies and interest
On a personal note, I enjoy yoga, reading, hiking and backpacking with my family. -
Website
https://www.edwardjones.com/us-en/financial-advisor/keanan-jacobson?y_source=1_MTM3MTA4NTItNDgzLWxvY2F0aW9uLndlYnNpdGU%3D -
Unique Selling Proposition
I collaborate with my clients in a way that is approachable and open for people to ask questions and learn. I focus on explaining the investment world in terms you can understand, and there are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy; what to expect from it; and how much it's going to cost. If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call or email today to schedule your complementary consultation.
Contact Information
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City / Town
Kirkland -
State
WA -
Zip
98034 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/EJAdvisorKeananJacobson/ -
LinkedIn Profile
https://www.linkedin.com/in/keanan-jacobson/
Education
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College / University
Western Washington University Honors Program -
Graduation Year
2002