portrait of Jeff Wehner

About Jeff

As an Edward Jones financial advisor, I believe it’s important for me to understand what's important to you and what you’re working toward before you invest your money. Working with you, your CPA and attorney, I can help determine the most appropriate financial strategy to help you reach your financial goals and help keep you on track through market cycles and fluctuations.

Although it's been said that finances can be a leading cause of stress and divorce in the world, being a good financial steward and having a customized financial strategy can help make finances one less worry in life, which...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Sustainable investing
  • College Savings
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cleary CollegeBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Hiking
  • Basketball
  • Outdoor Enthusiast
  • Fishing

Team Members

  • Yvonne Blair
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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