Edward Jones financial advisor Jake Sutton holds CFP® and AAMS® designations, joined the firm in 2006, became a limited partner in 2014, earned CFP certification in 2018, and runs an individual practice at 2550 Fifth Ave Suite 65 in Hillcrest serving more than 250 client households. Estate and legacy strategies feeding into trust funding and beneficiary titling run alongside tax-prep coordination at Totah’s Tax Service, since the actual benefit of a Roth conversion depends on the preparer running the same numbers through the client return in the exact same plan year. Practice areas cover retirement income strategies, retirement savings, estate and legacy planning, and sustainable investing for individuals and families. Disability and long-term-care needs analysis on younger client households routes to independent P&C and life brokers at At The Point Insurance Services when coverage gaps surface inside the retirement cash-flow model during the planning stage. The most complex engagements are multi-generational wealth plans coordinating parent retirement drawdown with adult-child 529 funding and grandchild beneficiary planning inside a single household-level strategy.