portrait of Jon Schwendeman

About Jon

Successful people are busy. Our daily and weekly routines are enough to occupy our time and energy, leaving little time to prioritize long-term goals. Additionally, the financial decision-making environment is rapidly changing and getting more complex. So many rules, opinions and decisions. Often the process of thinking about the right choice leads to fatigue and no decision at all. Sound familiar?

We believe the solution for households today to address their personal finances is three-fold:
1) Find a capable team with the knowledge and experience to help solve current needs and anticipate future ones
2) Build a close relationship with that team to...

Focus Areas

  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • St Louis UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Traveling

Team Members

  • Genevieve Brand
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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