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Jon Aumann, Financial Advisor

FINANCIAL ADVISOR
Jon Aumann

AAMS™
205 W Green Bay St, Shawano, WI 54166opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

About Jon

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I began my Edward Jones career in 2004 as a financial advisor in Madison, WI. I relocated back to Shawano in 2012.

I was named a regional leader in 2017, was named a general partner in 2021, and stepped down in 2024.

My branch team members, Barb Carroll and Heather Effenberger, have...

Work History

  • Edward JonesAugust 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Racquetball
  • Music

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 - 04:00PM
Sat Closed
Sun Closed

Phone

(715) 524-3183

Fax

(888) 275-5961

Office Address

205 W Green Bay St
Shawano, WI 54166opens in a new window

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