Work History
Edward Jones
Edward JonesNovember 2018 to Current
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Portfolio Reviews
About Jeremy
Thanks to my experiences as a Marine Corps leader, I have been able to develop a personalized approach to creating financial strategies that fit your investment style. I break down complex financial goals into simple actionable items that clients can understand.
As a Financial Advisor, who has obtained the Chartered Retirement Planning Counselor (CRPC®) professional designation, I take the time to understand your unique retirement situation and help you develop a personalized strategy to help you reach your retirement goals.
Give us a call today and find out how we can help you reach your future financial goals.
As a Financial Advisor, who has obtained the Chartered Retirement Planning Counselor (CRPC®) professional designation, I take the time to understand your unique retirement situation and help you develop a personalized strategy to help you reach your retirement goals.
Give us a call today and find out how we can help you reach your future financial goals.
Work History
Edward Jones
Edward JonesNovember 2018 to Current
Certifications
CRPC™
Chartered Retirement Planning Counselor™
Education
Grantham University
Grantham UniversityBachelor of Science
Education
Grantham University
Grantham UniversityBachelor of Science
Personal Interests
- Golfing
- Fishing
- Baseball
- Car Restoration
- Hunting
Team Members
Eda MetcalfBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
SweenyFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
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