Jeff Larsen
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Chicago, IL, US
Providing a consultative, individualized approach to addressing clients financial needs, including retirement planning, estate planning, college savings, and insurance needs. Retirement planning solutions for both individuals and businesses. Individualized investment recommendations focused on a diversified mix of stocks, fixed-income investments, mutual funds, ETFs, and annuities. Edward Jones was recently voted the #1 firm in the industry by Wall Street Journal\'s \"Smart Money Magazine\"Specialties: 401K Rollovers, Wealth Accumulation & Preservation, Professionally Managed Accounts, Tax Sensitive Investments, Business Retirement Plans, Educational Savings, Estate Planning, Life Insurance and Long Term Care
EDUCATION
Butler University - Lacy School of Business
Bachelor's degree, Finance, General
Butler University
Bachelor of Science, Finance
SKILLS
ABOUT JEFF LARSEN
Financial Advisor, CFP®, ChFC®Edward Jones, Larsen Wealth Management
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