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Jeremy Coons, Financial Advisor

FINANCIAL ADVISOR
Jeremy Coons

CFP®, CWS®
2159 Glebe St Suite 150, Carmel, IN 46032opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving

About Jeremy

As a financial advisor at Edward Jones, my role and responsibility is to work comprehensively with my clients to address their wealth needs. I support this approach by emphasizing the conversation topics most everyone should be having with a financial advisor. Those topics include:
- Investment Strategies
- Retirement Planning
- Banking and Credit Management
- Education and Family Support
- Insurance Planning
- Estate Considerations
- Tax Awareness

My formal background and training includes a B.A. degree in economics from Wabash College. I am also a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional and a Certified Wealth Strategist® designee....

Work History

  • Edward JonesDecember 2023 to Current
  • Charles SchwabJuly 2018 to December 2023

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CWS®

    Certified Wealth Strategist®

Education

  • Wabash CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Community Outreach
  • Outdoor Enthusiast

Team Members

  • Char Conwell
    Sr. 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 - 05:00PM
Sat Closed
Sun Closed

Phone

(317) 571-0522

Fax

(877) 449-6443

Office Address

2159 Glebe St Suite 150
Carmel, IN 46032opens in a new window

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