Jeff Trentham, Financial Advisor
New Client Waitlist
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies

About Jeff

My passion for helping families grow their wealth and protect their assets from the unforeseen, born from my experience growing up, is what makes my process unique.

I believe it's important to invest my time to understand what clients are working toward before they invest their money. Working closely with clients and their CPAs, attorneys and other professionals, I can help determine the most appropriate financial strategy for them and their families.

In 2009, I began my Edward Jones career in Arlington. I'm grateful to be a partner with Edward Jones, a Fortune 500 company*. It has been named to the...

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Southwestern UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Volunteering
  • Camping
  • Skiing

Team Members

  • Laura Clark
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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