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Jacob A Rochleau - Financial Advisor in Cherokee, IA

Jacob A Rochleau

Financial Advisor

5.0
(1)
As a child of an Edward Jones financial advisor, I grew up around investing and developed a love for helping people early in life. I grew up in Cherokee, IA, and graduated from Buena Vista University in 2010.I started as a financial advisor...... Show More
Location & Business Hours
Business Hours
Tues
8 AM to 4:30 PM
Wed
8 AM to 4:30 PM
Thu
8 AM to 4:30 PM
Overall Ratings
5.0
(1)
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  • 5.0
    google
    K
    Kevin S
    Posted on May 13th, 2022 12:00 AM
    Always helpful
  • 1 of 1
    About
    As a child of an Edward Jones financial advisor, I grew up around investing and developed a love for helping people early in life. I grew up in Cherokee, IA, and graduated from Buena Vista University in 2010.I started as a financial advisor at Edward Jones in 2011 working first in our home office in St. Louis, MO. I transitioned back to Iowa and took over the Clarion branch, where I was asked by financial advisor Tim Finucan of Webster City to join him in Hamilton County, which I did in 2013.My wife, Stephaine, and I lived in Webster City, where we started our family with the addition of our daughter, Meredith, in 2018 and our son, Oliver, in 2021. My wife and I are originally from Cherokee, and we have moved back home, as my father has retired from Edward Jones. My branch office administrator, Ann Letsche, and I are dedicated to helping our clients reach their financial goals. We enjoy building close relationships with our clients and are committed to providing great customer service.We enjoy providing highly personalized service no matter where you are located and are currently servicing clients in over 30 states. Learning what matters most to you and turning your goals into reality are the cornerstones of my client relationships.
    Specialities
    Charitable Giving
    Estate & Legacy Strategies
    Intergenerational Planning
    Retirement Income Strategies
    Retirement Savings Strategies
    Wealth Strategies
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Jacob A Rochleau
    What organization is Jacob A Rochleau associated with?
    Jacob A Rochleau is associated with Edward Jones.
    What is Jacob A Rochleau’s work email address?
    Jacob A Rochleau’s professional email address is j************u@e**********.com. You can also email Jacob A Rochleau by clicking on the contact Jacob A Rochleau.
    Where is Jacob A Rochleau based out of?
    Jacob A Rochleau’s primary location is Cherokee, IA.
    What is Jacob A Rochleau's phone number?
    Jacob A Rochleau's phone number is (712) 225-6419
    What is Jacob A Rochleau's title??
    Jacob A Rochleau is a Financial Advisor.