Jacquelyn Trask-Rahn CFP®AAMS™

Financial Advisor at Edward Jones Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Green Bay, Wisconsin Metropolitan Area

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Aug, 2021
    - Nov, 2024

Experience

  • Edward Jones Investments
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2018 - Present

      As a financial advisor helping clients identify what is most important to them, developing individualized strategies to partner with them to help them achieve their long-term financial goals. As a financial advisor helping clients identify what is most important to them, developing individualized strategies to partner with them to help them achieve their long-term financial goals.

  • Edward Jones
    • Financial Advisor Trainee
      • May 2018 - Sep 2018

  • Oppenheim Law
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Senior Associate Attorney
      • Sep 2011 - May 2018

      Prior to leaving law practice to pursue a career as a financial advisor, I worked as an associate attorney at Oppenheim Law handling complex litigation matters, health law compliance matters and general counsel services. Prior to leaving law practice to pursue a career as a financial advisor, I worked as an associate attorney at Oppenheim Law handling complex litigation matters, health law compliance matters and general counsel services.

Education

  • Nova Southeastern University
    Juris Doctorate, Law
    2008 - 2011
  • University of Michigan
    Bachelor of Science, Psychology, English
    2003 - 2006

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