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Jon Strandlie, Financial Advisor

FINANCIAL ADVISOR
Jon Strandlie

CFP®, ChFC®, AAMS™
3208 Napier Park Ste 2, Shavano Park, TX 78231opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

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

About Jon

Helping generations of families identify and fulfill their purpose drives our team. As a CFP® professional, I partner with clients to identify their needs, wants and wishes. By taking the time to understand what is most important, I co-create a comprehensive financial strategy that empowers clients to spend more time doing what inspires them.

Rebecca Sierra and Cynthia Hamil are exceptional client support team members dedicated to providing a refined personal experience for our clients. Our team values family, engagement, fiscal responsibility, philanthropy, and we eagerly invite like-minded people to partner with us.

As a team, we focus on helping successful professionals...

Work History

  • Edward JonesMay 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of Texas-ArlingtonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hiking
  • Sports Enthusiast
  • Real Estate
  • Traveling

Team Members

  • Rebecca Sierra
    Registered Branch Associate
  • Cynthia Hamil
    Sr. 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 - 05:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(210) 495-9520

Fax

(866) 462-1792

Office Address

3208 Napier Park Ste 2
Shavano Park, TX 78231opens in a new window

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