portrait of Jeremey W Santee-Malloy

About Jeremey

Growing up in poverty taught me about limitations, roadblocks and challenges; that skills like hard work and dedication will only take a person so far. I learned that a lack of financial guidance impacts both the now and a family's future for generations. But I also learned about perseverance, love and compassion. That caring for my community and individuals like you must be shown through action, partnership and personal relationship.

I began to put this into practice at 16 when I started my first job to supplement the family income. By the time I graduated university, I had worked my way...

Focus Areas

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

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of OregonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Board Games
  • Camping
  • Fishing
  • Community Outreach

Team Members

  • Alicia Copeland
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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