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Jake Nance

Financial Advisor

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I am passionate about what I do because I believe I can make a difference in the lives of families in my community. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's most important to you ...... Show More
Location & Business Hours
Friday
07:30AM to 05:30PM
Saturday
appointment
Sunday
closed
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About
I am passionate about what I do because I believe I can make a difference in the lives of families in my community. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's most important to you before you invest your money. Once I know what goals you are working toward, I can help determine the most appropriate financial strategy for you and your family. In addition, the firm has thousands of professionals and advanced technology supporting my office to help you reach your long-term financial goals.I grew up with a passion for finance. My dad has been an Edward Jones financial advisor for 19 years, and my mom has been a CPA since 1996. I actually began my Edward Jones journey in 2018 as a team member in my father’s office. Needless to say, Edward Jones’ culture runs deep in my family.I graduated from Arizona State University, Barrett Honors College, in 2023 with three degrees: finance, financial planning and economics. While in college, I oversaw a portion of the university’s endowment through ASU’s Student Investment Management (SIM) Fund and REIT Portfolio Practicum. I am always looking for new opportunities to learn and grow. I received the AAMS® designation in 2020 and the CFP® certification in 2023.My team includes two extraordinary senior branch office administrators, Cherie White and Sharon Huffman, who provide amazing client service. Our team uses an established process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. I enjoy educating clients and helping them make informed decisions.When I am not working, I value enjoying memorable experiences with my friends and family. I enjoy playing golf, watching sports (particularly college football), trying new adventures and traveling. I’ve been to seven national parks, and I try my best to explore a new one each year. This year’s trip will be to Rocky Mountain National Park. A canvas of Yellowstone’s Grand Canyon, my favorite spot so far, decorates the back wall in my office.
Specialities
Business Retirement Plans
Entrepreneurs & Business Owners
Retirement Savings Strategies
Employee Stock Options
College Savings
Estate & Legacy Strategies
Spending Time with Family
Sports Enthusiast
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FAQs
Here are some Frequently Asked Questions about Jake Nance
What organization is Jake Nance associated with?
Jake Nance is associated with Edward Jones.
What is Jake Nance’s work email address?
Jake Nance’s professional email address is j********e@e**********.com. You can also email Jake Nance by clicking on the contact Jake Nance.
Where is Jake Nance based out of?
Jake Nance’s primary location is Chandler, AZ.
What is Jake Nance's phone number?
Jake Nance's phone number is (623) 306-7240
What is Jake Nance's title??
Jake Nance is a Financial Advisor.