Work History
Edward Jones
Edward JonesJune 2017 to Current
FINANCIAL ADVISOR
Jerry W Koontz Jr
CFP®, AAMS™
3624 N State Road 15, Warsaw, IN 46582opens in a new window
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
About Jerry
My Edward Jones story, in a way, started on the day my wife, Maxin, and I moved to Warsaw. We had been placed here by my previous employer as yet another stop in a career that required frequent relocation for advancement.
Although Maxin and I grew up in Elkhart, my father-in-law grew up in Warsaw. We have family here. After our fourth relocation in 12 years, Warsaw was the closest to family we had been and started to feel like 'home'. We frequently pass the house her dad grew up in and the streets he rode his bike as a...
Although Maxin and I grew up in Elkhart, my father-in-law grew up in Warsaw. We have family here. After our fourth relocation in 12 years, Warsaw was the closest to family we had been and started to feel like 'home'. We frequently pass the house her dad grew up in and the streets he rode his bike as a...
Work History
Edward Jones
Edward JonesJune 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Grace College & Seminary
Grace College & SeminaryBachelor of Science
Education
Grace College & Seminary
Grace College & SeminaryBachelor of Science
Personal Interests
- Spending Time with Family
- Community Outreach
- Hiking
- Outdoor Enthusiast
- Movies & Entertainment
Team Members
Krissandra CescoSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Phone
(574) 267-4093Fax
(866) 532-4720Office Address
3624 N State Road 15Warsaw, IN 46582
Location
WarsawFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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