Cell Phone
916-288-8085
Location
Roseville (CA)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Jen Staben, CRPC®
FINANCIAL ADVISOR
Jen Staben set out to be a teacher. From originally pursuing a teaching credential to teach middle school English, to holding multiple different roles in the financial services industry, she ended up doing just that - teaching. Jen's philosophy is to make sure that her clients are armed with the knowledge to make educated decisions, have a good relationship with money and understand their options when it comes to investing, and working with an Investment Professional.
Jen's most recent role, before partnering with Prime Capital, was Director, Financial Planning at Edelman Financial Engines. She spent over 5 years helping clients put all of the pieces of what she calls your "financial puzzle" together. She also worked with TD Ameritrade before they were purchased by Schwab. Before that, she held 2 positions at the same time at JPMorgan Chase - "Private Client Banker" and "Small Business Specialist." Over her career, she has helped hundreds of clients navigate all that is finance, from banking to mortgages and from credit to investing.
Jen wants to know the whole story, and she wants her clients to understand it. She takes pride in empowering her clients to live their Financial Lives "unapologetically," and strives to make it fun while working together.
Jen resides in the Northern California area, and has 2 adult children - daughter (Makenzee) and son (Andrew). She is also "Mimi" to her granddaughter Lilly. In her free time, Jen enjoys listening to live music, is a huge fan of stand-up comedy, and enjoys playing with her dog Nugget.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
