John Holmes, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • College Savings

About John

At Edward Jones, every strategy we offer and solution we recommend is based on what's best for you. Since joining the firm in 2017, I have built my business based on helping individuals envision their desired futures, then developing and implementing tailored strategies to remain focused and achieve long-term goals.

Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Assembling your relevant information into a financial report which measures where you are today, and where you'd like to be in the future, is critical to...

Work History

  • Edward JonesApril 2017 to Current

Education

  • Univ of ConnecticutMaster of Business Admin
  • Villanova UniversityBachelor of Arts

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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