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Meet Shane Jacksteit, Financial Advisor, Edward Jones
What is your profession and what do you love most about what
Sunnyvale Community Services is an organization in the community
you do?
that has had my heart since my first interaction with the agency. When
As an Edward Jones Financial Advisor, I help people make sense of in-
a client of mine left a significant bequest to the organization, I had the
vesting. I love being on the same side of the desk as my clients, and
opportunity to see the impact it was having on preventing homeless-
I love being able to help people
ness and hunger for the under-
retire, send their kids to college,
served and unseen population
protect their assets, and actual-
of Sunnyvale. I’ve been a volun-
ize their financial goals. I can’t
teer for the early morning dis-
think of a more rewarding career
tribution of produce to families
for someone with my skillset.
in need, and I currently am the vice president for the board of
What are some of your favor-
directors.
ite interests and hobbies that
you enjoy?
Is there a (or are there) any par-
Personally, I find my time vol-
ticular moment(s), accomplish-
unteering in the community to
ment(s) or achievement(s) you
be some of my favorite time. As
are most proud of?
a member of the Sunnyvale Rotary Club, I get the chance to really be
In 2015, I won an exclusive award from Edward Jones called the Spir-
involved in the community and give back. Some of my time as a board
it of Caring award designed to recognize those financial advisors who
member for a few local non-profits is also very rewarding.
exemplify the values, culture and spirit of giving back. Jim Weddle, the
When at home, I enjoy cooking with my wife, Kim. We also love travel-
firm’s managing partner shared that I had “demonstrated unyielding
ing together all around the world.
dedication to giving back to [my] clients, community, other financial advisors, branch teams and their regional network.” I was one of only
What is your feeling about Philanthropy and helping serve in the
213 financial advisors of the firm’s more than 12,000 to receive the
Community?
award.
The fact of the matter is that the community has supported me in my
If you could host a dinner party and could invite (others) anyone
business and in my life. I am so grateful for everything that the commu-
(living or not), who would you like to invite and what would you
nity has given me, it is a privilege to give back to the community. The
like to talk about?
hardest part about giving back, is that there are so many worth-while
I firmly believe in taking the time to learn from other who have been
and deserving organizations out there; while I want to help them all, I
the catalyst for great change. I would be excited to invite some of
do my best to serve the organizations I can.
our founding fathers such as Benjamin Franklin and Thomas Jefferson. I would also invite some of our current industry leaders, such
Is there a/ are there any particular nonprofits and great cause(s)
as Mark Zuckerberg, Warren Buffett, or Elon Musk. The topic to be
that is/are near and dear to your heart?
discussed: what makes you tick?