Work History
Edward Jones
Edward JonesMarch 2012 to Current
FINANCIAL ADVISOR
Jake Wang
CFP®, CIWM, CIM®, CLU®
1437 Kingsway, Ste#201, Vancouver, BC V5N 2R6opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Education savings strategies
- Wealth protection strategies
- Business owner considerations
About Jake
From our partnership, you will receive comprehensive and disciplined financial guidance resulting in the development of a personalized and holistic wealth strategy that will address your and your family's needs. I value continuous learning and personal relationships, and I enjoy helping people achieving their goals. This is why I became a financial advisor.
I hold a Bachelor of Commerce degree in Entrepreneurship from the University of Victoria. I am also a CFP®, CIM®, CLU® and CIWM professional. At Edward Jones, we use a comprehensive and disciplined process based on what's important to you to help you invest and protect your...
I hold a Bachelor of Commerce degree in Entrepreneurship from the University of Victoria. I am also a CFP®, CIM®, CLU® and CIWM professional. At Edward Jones, we use a comprehensive and disciplined process based on what's important to you to help you invest and protect your...
Work History
Edward Jones
Edward JonesMarch 2012 to Current
Education
University of Victoria
University of VictoriaBachelor of Commerce
Education
University of Victoria
University of VictoriaBachelor of Commerce
Personal Interests
- Camping
- Outdoor Enthusiast
- Traveling
- Skiing
- Cooking
Team Members
Winnie MakSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
VancouverMore to explore
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Setting your path
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