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Jason Rotter, Financial Advisor

FINANCIAL ADVISOR
Jason S Rotter

45 S Park Blvd Suite 140, Glen Ellyn, IL 60137opens in a new window
CallSend Me a Message

Focus Areas

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

About Jason

I love a good story, whether I'm the one telling it or better yet, listening to one. You can learn a lot about a person and what's important to them by listening to their stories. As a financial advisor with Edward Jones, I proudly embrace my passion for listening to stories in order help clients determine and reach their financial goals.

My story began in SW Michigan, in a humble rural setting, surrounded by corn fields and apple orchards. After graduating from the University of Michigan with a bachelor's degree in economics in 1999, I pursued my dream of living in...

Work History

  • Edward JonesDecember 2018 to Current

Education

  • University of ChicagoMBA (Masters of Bus Admin)
  • Univ of Michigan-Ann ArborBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Active Lifestyle
  • Home Improvement

Team Members

  • Amy Pope
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(630) 403-4039

Fax

(877) 340-8729

Office Address

45 S Park Blvd Suite 140
Glen Ellyn, IL 60137opens in a new window

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