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portrait of Jodi Barron
FINANCIAL ADVISOR

Jodi Barron

CFP®, AAMS™
3001 NW Stewart Pkwy Suite 104, Roseburg, OR 97471opens in a new window
CallSend Me a Message

About Jodi

Clients and Prospective Clients,

Thank you for taking the time to learn a little more about our team. Brandi, my Branch Office Administrator, joined me in October 2023 as I entered my eighth year serving our clients. We value the relationships we have with our clients. Our partnership is one of trust, communication and a mutual desire to do what is right by our clients.

I grew up in Bandon, Oregon, and the Oregon Coast will always hold a special place in my heart. My husband, Justin, and I moved to the Roseburg area in 2012. We have a son, Cash...

Focus Areas

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

Work History

  • Edward JonesFebruary 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ashford UniversityMaster of Business Admin
  • University of PhoenixBachelor of Science

Team Members

  • Brandi Hardison
    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

Phone

(541) 900-1444

Fax

(855) 804-1388

Office Address

3001 NW Stewart Pkwy Suite 104
Roseburg, OR 97471opens in a new window

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