portrait of Jona Green

About Jona

Partnering toward your individual goals is my passion and I am focused for the long-term on quality relationships. Listening and learning are the foundation of working together so I can utilize our established process. Edward Jones gives us the framework to tailor solutions to you and your family.

My previous career in higher education provides the advantage of working with a financial advisor committed to educating clients. I am a Lancaster County girl and love living in the Southern End. Reading relaxes me after being on-the-go along with my husband, Matt, watching our two boys perform with the Solanco marching...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesMay 2018 to Current

Education

  • Montana State Univ-BozemanMaster of Education

Personal Interests

  • Spending Time with Family
  • Reading
  • Podcasts
  • Real Estate
  • Music

Team Members

  • Dawn Peters
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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