Member Profile

Jenna Burton

Oakdale Business Trust
Visitor Team
Industry: Financial Services


Contact Me:
8314002333
email


New York Life Insurance

25 Metro Dr
San Jose, CA 99110
8314002333
Website
Business and Company Details:
Hello friends!

Times may be uncertain, but your financial future doesn’t have to be. I help individuals, families, and business owners protect what matters most—through strategic planning, wealth growth, and legacy preservation.

Let’s connect—virtually or in person—to get started.
 
My education, training and business experience
As a partner of New York Life, it is my highest priority to educate individuals, families and small businesses on how to implement strategies to make the most of their hard-earned money and – most importantly – time! I’m here to work with you to identify your goals and solve them at a pace you feel comfortable with. This is your plan and I’m here to help you bring it to life!

To be qualified and best help those I serve, I am constantly working to become better: 
  • CE courses
  • I am on track to gain my securities licenses in the next 6 months 
  • I am on track to get my CFP in the next year
I am licensed in CA, ID, WA, MT, OR, TN, ME and NY and am happy to become licensed in any others to help a referral!
 
When I m not working, I enjoy .
As a devoted mom, partner and business owner, there are not many "dull" or "free" moments in my life!

I do genuinely enjoy traveling whenever time permits, being outside and trying new foods! I love music, hiking with the family, swimming, shopping and anywhere with sunshine and good vibes!
 
Some of the Clubs, Associations and Volunteer activities that I participate in are
I am currently involved with:

  • Rotary Club
  • GoldStar 
  • On the board for Care 2 U Oral Care - a Nonprofit organization 
 
Gold Star Information
Year Joined: 2025
Areas Served In: I am part of Oakdale Business Trust. I have subbed for groups in Modesto and Turlock.
918-933-4864