Edward Jones-Financial Advisor: Jenny Akins

Edward Jones-Financial Advisor: Jenny Akins Partnering with you to reach your financial goals. This is a passion for me and I take pride in what I do and the service I provide.

With more than five years as a financial advisor with Edward Jones, I believe in a holistic approach that begins with understanding and clarifying your goals and expectations before investing any money. I strive to treat every client like I would want my own family treated. Providing comprehensive wealth strategies involves more than just investment advice. I will help you create a plan that invol

ves organizing, building, protecting and transferring your wealth. I welcome the involvement of your CPA, estate planning attorney and other professionals to address the entire scope of your finances, including tax mitigation and gifting strategies. We will build a plan that is appropriate for you and your family. I received my bachelor’s degree in Biology from Westmont College, and I hold my Series 7 General Securities License, Series 66 Combined State Law Examination, and Accredited Asset Management Specialist™ designation. I began my career in finance in 1997 with PaineWebber and later chose to be an at home parent with my children before joining Edward Jones. My family gives back by volunteering with Hunger Task Force, Wafer Food Pantry, and the Outdoor Recreation Alliance. We are active in our church community and I am a corporate sponsor for several local non-profit organizations including Rotary Lights, Clearwater Farm, The Good Fight, and Great River Sound. I have received the Ted Jones Spirit of Caring award, the Spirit of Partnership award and am a limited partner of the firm. My husband Geoff and I reside in Onalaska with our two daughters. Member SIPC.
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Incredible day at Women’s Advisor Summit in Chicago! So many inspiring stories and just loved being with my tribe!
05/23/2024

Incredible day at Women’s Advisor Summit in Chicago! So many inspiring stories and just loved being with my tribe!

Happy May Day! Surprised Erin today with flowers from my garden. If anyone knows what the yellow flowers are, let us kno...
05/01/2024

Happy May Day! Surprised Erin today with flowers from my garden. If anyone knows what the yellow flowers are, let us know. They smell amazing! Not roses, some type of bulb.

Love my daffodils! Makes me think of that great analogy….gardening is a lot like investing- a time to plant, a time to g...
04/24/2024

Love my daffodils! Makes me think of that great analogy….gardening is a lot like investing- a time to plant, a time to grow, a time to prune, and a time to reap. Thankful for this beautiful time of year!

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/23/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

Sitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing...
04/19/2024

Sitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing out. Here’s proof that timing the market is impossible.

Staying invested in stocks despite negative news has historically been profitable.

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your finan...
04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help m...
03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

Lunch with Dad!! He’s such a legend. Celebrating our joint milestone birthdays this year!
03/20/2024

Lunch with Dad!! He’s such a legend. Celebrating our joint milestone birthdays this year!

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strateg...
03/12/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and...
03/02/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

A solid strategy can help safeguard you from these increasingly frequent crimes.

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, ...
02/24/2024

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't nee...
02/23/2024

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

Address

1200 County Road PH Ste 200
Onalaska, WI
54650

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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+16087814333

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