Skip to Main Content
portrait of Jon Zeller
FINANCIAL ADVISOR

Jon Zeller

AAMS™
517 13th St, Paso Robles, CA 93446opens in a new window
CallSend Me a Message

About Jon

I first heard the term stockbroker when I was in the fourth grade. A classmate's father came to speak to us on career day. He taught us about stocks, how dividends work and the power of compounding returns. It was then that my passion for saving and investing was born and led me to ultimately becoming a financial advisor.

I have been an Edward Jones financial advisor for nearly 20 years. During that time, I have assisted many hundreds of families in their efforts to grow, protect and transfer their wealth to the next generations. I have volunteered in several regional...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Illinois-SpringfieldBachelor of Business Admin

Team Members

  • Chelsea McAllister
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(805) 237-2044

Fax

(888) 284-0910

Office Address

517 13th St
Paso Robles, CA 93446opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More