Edward Jones

I have known Shane for over three years through the community organizations and have always held him in high esteem. I recently had the opportunity to work with Shane on a professional level. What impressed me most was that he takes extra time to carefully listen, research and ensure accuracy when answering questions in regards to account matters. He goes over and above for his clients, and was able to anticipate many of my questions and needs. He delivered important information and creative suggestions in a most trustworthy and professional manner.
Choosing a Financial Advisor is a very personal decision, and should be made with careful consideration. I highly recommend Shane Jacksteit and had to take a moment to share my views on this platform.

I was invited to attend a Seminar hosted by Edward Jones Sunnyvale by my best friend Alan D. The first thing that came to mind was… ehh seminars… boring lectures… ohh my. This wasn’t the case at all! The subject was on Savvy women, smart investors taking charge of their financial futures. This was a subject I normally don’t even think twice about let alone would ever attend but I can honestly say I actually really enjoyed myself.
Presenting was MFS Regional Manager Grant Martin and Edward Jones Financial Advisor/​Investment Advisor Shane Jacksteit. They covered everything from planning for retirement, saving for an education, to even planning for your family when you leave this world. It’s a touchy subject for most people but an important subject that needed to be address.
As a business student I started to really get into the subjects being presented. Grant and Shane’s professionalism really stood out and they even made it simple and easy to understand. A great thing about Edward Jones is unlike other financial advisors out there who charge you an arm and a leg just so you can understand the very basics, Edward Jones will actually explain it to you for free! Pick at their brains, they’re a great resource and they’re here to help you.

Seldom a financial seminar is fun and enjoyable. We were here to support Alan D but ended up really digging the whole presentation.
The seminar by Edward Jones presented side by side by MFS Fund Distrubutors Inc. Grant Martin Regional Manager and Shane Jacksteit Edward Jones Financial Advisor.
First off the seminar was called «Savvy women, smart investors take charge of their financial future.» Here’s two guys leading this event. Couldn’t they find a qualified woman to do that:)? Well Grant Martin’s mentor was a savvy woman who’s in the industry long before Alan D was born. Shane Jacksteit has his wife present and gave him street cred:)
But the short of it is this two managed to enlightened the group and answered our questions and scared us to death about our really bad spending habits. Also managed to remind us that being prepared is half the financial battle won. They did all these without sounding and acting like used car salesmen!
Compounding pennies sounds really interesting right now!

Alan D. invited us to a financial investment seminar, «Savvy women, smart investors take charge of their financial future,» for educational purposes. At first we were a bit skeptical as most seminars have a underlining sales pitch and pressure accompanying them. I think we’ve all been there, one time or another. Upon arrival we were greeted and introduced to Shane Jacksteit, Edward Jones Financial Advisor, and Grant Martin, MFS Fund Distributors, Inc. Regional Manager. MFS is know for their invention of the mutual fund concept in the early twentieth century.
The seminar was very informative from the basic financial investment strategies to some historical facts. The guest speaker Grant Martin, who simplified complex financial topics into easily understood concepts, using illustrative examples. He made us aware of many investment approaches that should be considered, and the first and foremost the concept of «paying yourself first.» The seminar also discussed the reality that most women survive their husbands, and how that places investment responsibility on them. The seminar also covered topics, such as, retirement planning, educational planning, importance of seeking financial advices during critical life events, eldercare, estate planning and financial basics.
I was very impressed with the seminar and the knowledge I’ve gained from it. It made me think about our personal financial investment goals and approaches, and how we should considered other diversified investment strategies. The best part was the relaxed approach to the seminar with potential avenue for financial advising if we choose to do so. Thanks Alan, Shane and Grant for an educational evening and the healthy snacks.