Jake Perron

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About Me

Over the past nine years, I've built a financial advisory practice with a focus on retirement and college planning, business owner accounts and strategies, investments, insurance solutions, and consolidations. I am currently affiliated with Edward Jones, serving clients in Eagan, MN, offering comprehensive advice tailored specifically to individual needs.

I hold the Chartered Retirement Planning Counselor™ (CRPC™) designation bestowed by the College for Financial Planning. Additionally, I've obtained both Series 7 and 66 registrations along with Life, Accident, and Health licenses which provides me with an extensive set of financial strategies available to offer.

I emphasize forming genuine partnerships when it comes to my client relationships. At each initial meeting, I take time to build rapport and align goals and values. Furthermore, my commitment to personalized service extends far beyond initial meetings, as I emphasize an integrated approach. My goal is to help educate clients while making them feel at home in my office.

My innovative team-based approach stands out in the industry. Even as part of a large organization, I maintain an intimate environment for each client interaction, ensuring it feels tailored and personalized. Michelle serves as my Branch Office Administrator; together, we prioritize providing consistent, thoughtful and attentive service.

I'm not only known for my professional accomplishments, but I'm also actively engaged in charitable efforts. My team contributes to FMSC, United Way, Alzheimer's and ALS fundraising campaigns.

I take pleasure in engaging in outdoor activities such as hunting, fishing, camping and sports – particularly coaching my children's sports teams to provide positive leadership.

My extensive qualifications, personalized approach and community engagement have earned me respect throughout the industry. My dedication to holistic financial strategies, superior client service and meaningful community involvement make me a contributor, not just to finance, but also to the communities in which I serve.

About My Company

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join more than 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.