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Edward Jones - Financial Advisor: Keanan Jacobson, CFP, AAMS

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United States
Kirkland, WA
Edward Jones - Financial Advisor: Keanan Jacobson, CFP, AAMS

Helping you make confident financial decisions is at the heart of my work. My interest in financial advising began early.

My role is to understand what matters most to you, create a personalized financial strategy aligned with your goals, and partner with you over time to help you stay on track. I believe financial planning should bring clarity — not complexity — and my goal is to help simplify the decisions that move you forward. I work closely with clients at key transition points and throughout their financial journeys, with a focus on:
• People pursuing early retirement and seeking to collaborate with a financial advisor and tax professional to design tax-sensitive strategies
• Retirees who want to continue building wealth while creating a personalized legacy
• Women in transition seeking a financial coach to help navigate new chapters in their lives such as a death of a loved one, divorce, disposition of property or more complex retirement transitions. Even in college, I encouraged peers to start investing and build for their future. I would work out basic retirement plans for my co-workers at the restaurant where I waited tables, and I stressed the need to set money aside for the future. Today, I’m grateful to be a general partner at the firm and serve clients throughout our community, helping them align their financial resources with their life goals. I work alongside my branch office administrators, Heidi and Kathie, who are integral to the client experience. Together, we prioritize responsiveness, attention to detail, and a welcoming environment where clients feel heard and supported. On a personal note, I enjoy yoga, reading and hiking with my family and crazy dogs. I graduated with honors from Western Washington University in 2002 with a degree in communications. After college, I spent years in the nonprofit and healthcare fields before I decided that I could make a more meaningful impact on people's lives through financial advising with Edward Jones. If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. If you would like to schedule a complimentary consultation, please call or email today to schedule a time that's convenient for you.
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11/02/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/31/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4yORaIP

10/26/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4yKrpt9

A summary of last week's market highlights and economic news.

10/24/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/21/2026

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4juC5bx

10/19/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Address

13520 100th Avenue NE Suite 70
Kirkland, WA
98034

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.edwardjones.com/keanan-jacobson

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