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portrait of Jon Close
FINANCIAL ADVISOR

Jon Close

CFP®, AAMS™
208 Main Street, Ames, IA 50010opens in a new window
Accepting New Clients
CallSend Me a Message

About Jon

As a CFP® professional and financial advisor, I enjoy spending time with my clients and providing education around the topics of planning and investing. In a rapidly changing world, it is important to have a consistent and reliable resource to help guide you through. I strive to be that resource to my clients and the community.

I began my career in 2012 with Edward Jones, working first in Waterloo, IA. After a move to central Iowa and to Wells Fargo Advisors in 2015, I was fortunate to re-join Edward Jones here on Main Street in Ames in March 2020. I'm proud...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Sustainable investing
  • Charitable Giving
  • New Investors

Work History

  • Edward JonesMarch 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Mount Mercy CollegeBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Baseball
  • Music

Team Members

  • Zach Pool
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(515) 232-4643

Fax

(877) 904-7686

Office Address

208 Main Street
Ames, IA 50010opens in a new window

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