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

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.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

https://bit.ly/4iA6QLK Your business represents years of hard work and dedication. I can help you think through successi...
09/17/2026

https://bit.ly/4iA6QLK Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

Learn more https://bit.ly/46uNPmv Your wealth can help support the people and causes that matter most. I can help you pl...
09/16/2026

Learn more https://bit.ly/46uNPmv Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/4xT80GM Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensatio...
09/16/2026

https://bit.ly/4xT80GM Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.

https://bit.ly/4yAJwSy Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealt...
09/14/2026

https://bit.ly/4yAJwSy Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as w...
09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/4xkK1iD

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.
09/13/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

Learn more https://bit.ly/4h0pco1 I can help you explore strategies for managing equity compensation, diversification an...
09/13/2026

Learn more https://bit.ly/4h0pco1 I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning.

https://bit.ly/3VafZAN I simplify complex financial needs for Greater Seattle business owners like you.
09/11/2026

https://bit.ly/3VafZAN I simplify complex financial needs for Greater Seattle business owners like you.

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows man...
09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/4ywwHc1



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

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

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Keanan Jacobson, CFP, AAMS posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor: Keanan Jacobson, CFP, AAMS:

Shortcuts

Share

Category