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Jeffrey C

CFP®, Series 63, Series 66

Austin, MN

Edward Jones

Jeffrey Canakes is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at U.S. Bancorp Investments and had experience at Waddell & Reed and various insurance carriers. He served as president of Jeff Canakes Ltd, an S-Corp established for tax purposes, which will conclude as he continues his current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jaclyn W

CFP®, Series 66

Austin, MN

Edward Jones

Jaclyn Wangen is a CFP®-certified financial advisor with Edward Jones in Austin, MN, where she has worked since 2016. She holds a Series 66 license and has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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