Edward Jones-Financial Advisor: Jake Westhoff

Edward Jones-Financial Advisor: Jake Westhoff At Edward Jones, we help grow, organize, protect, and transition your wealth. Throughout my life, helping others has been an integral part of who I am.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. In addition, the firm has thousands of professionals and advanced technology support

ing our branch offices to help clients reach their long-term financial goals. I graduated from the University of Northern Iowa where I received two majors in Finance and Real Estate. I am a family-first, community-oriented person, and a huge advocate for the outdoors. On most weekends, I can be found on the water fishing or in the woods hunting. Growing up, I played many sports, and one of the most impactful lessons I learned was the value of teamwork. Here at Edward Jones, we want to be your teammate where our focus is your success. Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect your financial future, we want to find what goals you are passionate about. As teammates, we can work to develop specific strategies to help you achieve your goals. Along the way, we will monitor your progress while providing top of the line client service.
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It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/05/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/3Qky6Sy

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all im...
06/03/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/3QnO7XT

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4fToNmX

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks ...
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Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/4dV4Byv

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4dRtkDT

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for un...
05/27/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4ux45O6

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/24/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

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1714 1st Avenue E
Cascade, IA
52033

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Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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