Jubilee Wealth Strategies

02/07/2026

I’m pleased to announce that my practice is now operating as Jubilee Wealth Strategies and has partnered with LPL Financial!

This transition provides access to expanded resources, technology, and support — allowing for greater flexibility and an enhanced client experience, while maintaining a customized, nonproprietary approach to advice.

While the name and firm relationship have changed, my commitment to my clients and my long-term approach remain the same. I’m thankful for the relationships built over the years and excited for what’s ahead.

Questions? I’m here for you! 📞
360-367-4431

12/25/2025

Merry Christmas to you and yours! Hope your day is filled with meaningful time with loved ones.

11/27/2025

Wishing you and your loved ones a very Happy Thanksgiving. As we take time to count our blessings today, what are you most grateful for?

11/11/2025

Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.

11/03/2025

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

Sequence of returns risk can jeopardize long-term financial security. This is especially the case in the first decade of retirement, when portfolio balances are largest and most vulnerable to market downturns. But the right investment strategies can help minimize this risk and maximize your…

10/20/2025

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

09/01/2025

Wishing you and yours a happy and relaxing Labor Day!

07/04/2025

Have a fun and memorable Fourth of July celebration!

06/15/2025

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

05/27/2025

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

05/26/2025

Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

05/20/2025

Do you know someone looking for part time, meaningful work? We are hiring an office manager for our growing practice!
It’s a great opportunity to be involved in a community centric practice.
Bonus if they are looking for future full time work and opportunity to earn more revenue.

Summary Job Description Position Roles/Responsibilities/Accountabilities Meeting and greeting clients for the local office Handles incoming telephone calls to Jacob Anderson and responds to requests for information Performs routine administrative duties such as maintaining office supplies, data entr...