portrait of Jeff Boyles

About Jeff

As a lifelong resident of Marion County, my goal has always been to improve my community. I began my professional career as a civil engineer designing public utility projects for local communities. Now, as a financial advisor, I use the problem-solving approach I developed during my engineering career to help my clients reach their financial goals.

I really enjoy getting to know my clients. When I truly understand what is important to them, it helps me develop tailored solutions to help them reach their goals. There is never a dull day in the office because every client and every situation is...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • West Virginia UniversityBachelors

Team Members

  • Becky Bartrug
    Branch Office Administrator
  • Monica Bell
    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 - 04:00PM
Sat By Appointment Only
Sun Closed

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