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portrait of Whitney R Jelinek
FINANCIAL ADVISOR
Accepting New Clients
CallSend Me a Message

About Whitney

I want to get to know you, and I believe it’s important to invest our time to understand what you’re working toward before investing your money.
What is important to us?

Family is my foundation. My Gramps is my hero – he served in the Army Air Corps in WWII and is the reason I went Air Force after high school. He was also very financially savvy! My fascination with finance is largely due to his influence. "A penny saved is a penny earned" and "A bird in hand is worth two in the bush" were some of his favorites.

Education is an...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Montana State Univ-BozemanMaster of Science

Personal Interests

  • Motorcycles
  • Volunteering
  • Pets
  • Reading
  • Crocheting/Knitting

Team Members

  • Chelsie Ammerman
    Branch Office Administrator
    FPQP®

Upcoming Events

  • FEB13

    February 13 10:00AM 11:30AM

    Coffee Club

    Coffee Club

    Learn More
  • MAR13

    March 13 10:00AM 11:30AM

    Coffee Club

    Coffee Club

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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