Financial Services

Jessi Rubenstein

Jessi Rubenstein

Meet Jessi!

Financial Advisor @ Edward Jones

Member of CRG Indian Trail

Hello! My name is Jessi Rubenstein and I'm an Edward Jones financial advisor. I was born and raised in southern California, where I was homeschooled. I know, crazy decision on my parent's part and yet I couldn't be more grateful or proud for the impact it's had on my life. I learned that schedules can and should be flexible. I learned to make the world my classroom and I never stop learning. I learned that people are uniquely different and worth investing in.

I was asked in a job interview once where I saw myself in five years. I remember telling her that I didn't care where I was living, where I was working or what my industry was. All I wanted was to know I was making a positive impact in someone's life.

In 2021, I found a home at Edward Jones doing just that. Working my way from branch office administrator to where I am now, a financial advisor, I have found a way to marry my personal calling with my professional capabilities. That same year I married my best friend. My husband, Austen, and I don't have any children (yet) but we adore spending time with our niece and three nephews. In our spare time we enjoy escape rooms, games, the local greenways, volunteering, investing in our community and most importantly, living our faith through acts of service.

Partnering with me as your financial advisor starts with knowing you – your goals, dreams and aspirations, as well as getting to know you for the person you are. Because the most important variable in a financial strategy is you. I believe there is power in relationships, and I believe success happens when we partner together. Which is why the core of my business begins by building relationship with you, identifying the complexity and individuality of your financial needs, and creating a path to reach your goals.

If this sounds like a relationship you want, please don't hesitate to reach out. I would love to meet you and start this financial journey with you.

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