Jefferson Ledgerwood, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning

About Jefferson

Hello, my name is Jefferson Ledgerwood, but I also go by Jeff.

As a father of three children, two girls and a boy, my passion for helping them be prepared for life transfers into my role as a financial advisor, as I am just as passionate about helping my clients achieve their serious long-term financial goals. My wife, Heidi, and I have been residents of Santa Maria since 2012 and are committed to the well-being and betterment of our city and its people. I have had the privilege of participating in Leadership Santa Maria Valley (Class of 2013), getting to volunteer...

Work History

  • Edward JonesApril 2012 to Current

Education

  • Regent UniversityMaster of Business Admin
  • Northwest CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Gardening
  • Reading
  • Traveling

Team Members

  • Audrianna Pintor Martinez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

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