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portrait of Jon H Roelofs
FINANCIAL ADVISOR

Jon H Roelofs

CFP®, CEPA®, CLU®, AAMS™
Sawyers Village, 27203 216th Ave S.E., Suite 2, Maple Valley, WA 98038opens in a new window
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About Jon

I have been a financial advisor with Edward Jones since 2006. I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.

Originally from the Chicago area, I have been living in the Kent, WA, area since 1991. I am married to Sheri and we have three children. We enjoy...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Business Retirement Plans

Work History

  • Edward JonesAugust 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • City UniversityMaster of Business Admin
  • Calvin UniversityBachelor of Arts

Personal Interests

  • Personal Fitness
  • Reading
  • Running
  • Spending Time with Family
  • Traveling

Team Members

  • Miranda Berg
    Sr. Branch Office Administrator
    FPQP®
  • Elizabeth Maddocks
    Sr. Branch Office Administrator
    FPQP®

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 - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(425) 413-5156

Fax

(866) 532-5755

Office Address

Sawyers Village
27203 216th Ave S.E., Suite 2
Maple Valley, WA 98038opens in a new window

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