portrait of Jason B Heldenbrand

About Jason

The families I serve rely on me to help them efficiently navigate life's journey. Like a good pair of windshield wipers on a long road-trip, I help clear the rain and dirt to help us see our path more clearly. The clarity we create together helps them live purposefully and maximize the use of their assets to live their best life possible.

Every family needs something different from me. As a Certified Financial Planner ™ professional, I use an established process to help:

+ Clearly identify, track and execute strategies to accomplish long-
term financial goals
+ Mitigate taxes
+...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Domestic Partner Finances
  • Insurance & Annuities
  • Intergenerational Planning

Work History

  • Edward JonesOctober 2015 to Current
  • TEMO Properties LLCJune 2012 to December 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Missouri-ColumbiaBachelor of Arts

Personal Interests

  • Traveling
  • Photography
  • Woodworking
  • Wine Collecting/Enthusiast
  • Sailing

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More