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portrait of Jerri Soukup
FINANCIAL ADVISOR

Jerri Soukup

CFP®, AAMS™
1910 US Highway 18 East, Algona, IA 50511opens in a new window
CallSend Me a Message

About Jerri

At a young age, I knew I wanted to help people be successful with their finances, making this career a lifelong dream and passion of mine. Our branch team truly strives to get to know our clients on a personal level and keep up with what is going on in their lives, so we can understand what is important to them. We call this our "Edward Jones Family".

By partnering with you throughout your lifetime, we will help keep you on track as we organize, build, protect, enjoy and pass on your wealth to the next generation. During our meetings...

Focus Areas

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

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Nebraska at LincolnMaster of Science
  • Northwestern CollegeBachelor of Science

Team Members

  • Kris Laubenthal
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 02:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(515) 295-7766

Fax

(855) 806-0325

Office Address

1910 US Highway 18 East
Algona, IA 50511opens in a new window

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