Work History
Edward Jones
Edward JonesJune 2020 to Current
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Employee Stock Options
- Charitable Giving
About Jon
"When can I retire? Will I have enough money to enjoy retirement, and the ability to maintain my current lifestyle?"
These are the looming questions that I can help you solve for in our initial consultations.
My highest priority is to truly understand what is important to you throughout our process. Once I understand your unique circumstances and personal goals, we use our established process and experience to put numbers and results to your priorities. I'll work with you to optimize and simplify your portfolio, evaluate risk exposures, consider tax implications and assist with legacy preparations.
Clients tell us that...
These are the looming questions that I can help you solve for in our initial consultations.
My highest priority is to truly understand what is important to you throughout our process. Once I understand your unique circumstances and personal goals, we use our established process and experience to put numbers and results to your priorities. I'll work with you to optimize and simplify your portfolio, evaluate risk exposures, consider tax implications and assist with legacy preparations.
Clients tell us that...
Work History
Edward Jones
Edward JonesJune 2020 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Central College
Central CollegeBachelors
Education
Central College
Central CollegeBachelors
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(224) 209-8478Fax
(877) 874-8680Office Address
1130 N Main StAlgonquin, IL 60102
Location
AlgonquinFor 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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