Edward Jones- Financial Advisor: Jakeb C. Bakken, AAMS

Edward Jones- Financial Advisor: Jakeb C. Bakken, AAMS I first became interested in investing in my high school personal finance class. I loved being able to serve the country and the state that I call home.

I remember learning about the "Time Value of Money" and instantly becoming fascinated that consistent saving and investing could lead to wealth. After that class I tried to learn as much as I could about all things personal finance. I found that the more I learned, the more I enjoyed teaching others and showing them how things like the "Time Value of Money" could positively affect their lives. Dur

ing my senior year at Iowa State University, I decided I wanted to make my hobby of helping people understand their finances my career. While researching companies that I felt would best fit me in doing that, one company kept sticking out: Edward Jones. Through online research and talking with current Financial Advisors, I fell in love with the culture and the idea of understanding what our clients truly value and partnering with them to help them achieve those things. Before starting my career at Edward Jones, I spent six years serving in the Iowa Army National Guard. Throughout my time in the National Guard, I learned the importance of integrity and selfless service. I have learned that those two values apply to all things in life, including my career here at Edward Jones. I have also earned the AAMS™ certification. It is my goal to understand what is most important to you, and to partner with you over your lifetime to achieve your financial goals through our established process. Give us a call today to learn more. Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
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The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
09/08/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
09/03/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
09/01/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4hBOM3c

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the out...
08/13/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/4x0dQG1

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into area...
08/11/2026

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into areas of opportunity and create a plan tailored to their unique goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
08/06/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to...
08/04/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

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917 East First Street Suite D
Ankeny, IA
50021

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