SHANE JACKSTEIT
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Shane Jacksteit is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Shane Jacksteit - - Edward Jones - Sunnyvale, California, city=Sunnyvale, display_country=United States, hs_object_source_detail_1=Find a CEPA (July 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=matthew-jacksteit, lname=Jacksteit, designations=[CEPA, CFP-2, CAP], hs_object_source_id=enrollmentId:1824483021877;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JULY%202025/JACKSTEIT-SHANE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2025.pdf, hs_createdate=1754055794359, cohortium_profile_title=Shane Jacksteit | Financial Advisor at Edward Jones | CEPA Connect Member, state=California, id=31773958554, designations__text_=CEPA, CFP, CAP, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Shane Jacksteit, email=shane.jacksteit@edwardjones.com, cohortium_meta_description=Connect with Shane Jacksteit, a specialized Financial Advisor working with Edward Jones based in California. Credentials include: CEPA, CFP, CAP., associated_contact_record_id=67442232993, website=https://www.edwardjones.com/us-en/financial-advisor/shane-jacksteit, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JULY%202025/9712_Jacksteit_CEPA-Certificate-2025-July.pdf, is_editable=editable, url_slug_2=matthew-jacksteit, impersonate_user_url=https://exit-planning-institute.org/member-detail/matthew-jacksteit?impersonation=true, full_name=Shane Jacksteit, hs_lastmodifieddate=1764932354261, phone=+14087329532, company_name=Edward Jones, name=Shane, hs_object_id=31773958554, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=94086, status=Published, hs_updated_by_user_id=70988577}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/shane-jacksteit - Phone: +14087329532
- City: Sunnyvale
- State: California
- Postal Code: 94086
- Country: United States
- Designations: CEPA, CFP, CAP
- Markets Served:
- Company Name: Edward Jones
