Edward Jones - Financial Advisor: Shane Jacksteit

Call Website

Edward Jones - Financial Advisor: Shane Jacksteit Member SIPC. As a firm believer in the transformative power of philanthropy, I have dedicated my career to fostering lasting positive change.

We partner with generous families and nonprofit organizations to create a lasting impact and make the world a better place. My commitment to giving back is not just a professional endeavor; it’s a reflection of my core values, which were profoundly shaped during my tenure as co-chair of a capital campaign for Sunnyvale Community Services. I take pride in having led a team that successfully raised over $22,000,000 for Sunnyvale Community Services, a testament to our shared commitment to making a meaningful impact in our community. As the campaign successfully came to a close, I was inspired to pursue the Chartered Advisor of Philanthropy® designation through the American College of Financial Services to guide me have an even greater impact in the world of philanthropic planning. I'm dedicated to continual learning and development. I completed my undergraduate education at Vanguard University of Southern California. I have earned the CERTIFIED FINANCIAL PLANNER® designation and the Certified Exit Planning Advisor® designation. I guide and inspire an incredible and dedicated team comprising Vera Mae Laver & Diamond Tang, who serve our clients and community with excellence. Outside of the office, you’ll find me with my wife, Kim, and our beautiful daughter. In our spare time, we may be planning our next vacation or walking our rescue dog, Charlie. You’ll also often find me in the community volunteering or at a meeting of the Sunnyvale Rotary Club trying to achieve my own personal philanthropic goals. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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

This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 Amer...
11/01/2026

This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 American Indian tribes and Alaska Native entities in the United States, there is a lot of storied culture to celebrate!

Back then, it meant having the right Halloween costume. 🎃 Today, it looks a little different. Looking through old photos...
10/30/2026

Back then, it meant having the right Halloween costume. 🎃

Today, it looks a little different.

Looking through old photos reminds me how quickly time passes. ⏳ The holidays are around the corner, another year is winding down, and the moments that seem ordinary today often become the memories we cherish most tomorrow. 🍂✨

That's probably why I've always appreciated planning, not because it lets us predict the future, but because it helps us enjoy the present with a little more confidence. 📈🤝

Wishing everyone a wonderful season ahead filled with traditions old and new, meaningful time with loved ones, and maybe a few throwback photos that make you smile. 😊📷🍁

And yes... I've always taken preparation very seriously. 🥷😉

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
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/4srzSQk

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
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/3W7LL1Z


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

10/26/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums ...
10/22/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/20/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
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/3VXbdai

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/16/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/47Ve7Ps

Address

Sunnyvale, CA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

Telephone

+14087329532

Alerts

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

Shortcuts

Share