portrait of Jason A Kuerschner

About Jason

They say money cannot buy happiness; however, it is the tool that helps you reach your true goals. We continue to look forward to those goals, but we sometimes forget about what it takes to get to the finish line.

I started my professional life with a college degree in education. After about five years at various teaching locations and a new family, I changed to working in the financial industry by way of community banks. This is where I gained a vast knowledge of personal and business finances, helping people with their banking needs. After almost 20 years, I was...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • New Investors
  • Portfolio Reviews
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesMay 2018 to Current

Education

  • Gustavus Adolphus CollegeBachelor of Arts

Personal Interests

  • Baseball
  • Fishing
  • Hunting
  • Sports Enthusiast

Team Members

  • Mary Storms
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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