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portrait of Jonathan Epler
FINANCIAL ADVISOR

Jonathan Epler

AAMS™
374 Wythe Creek Rd Suite C, Poquoson, VA 23662opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Jonathan

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting my office so that I can better serve you. I came to Edward Jones in 2017 to do just that – help individual investors work toward achieving their financial goals.

I was born and raised in a small town in eastern North Carolina, where my family still resides, and I enjoy visiting often. I graduated from East Carolina University in Greenville, NC. After my time at East Carolina University, I had the privilege of serving in the greatest U.S. Air Force the world...

Focus Areas

  • Business Retirement Plans
  • Military Professionals & Veterans
  • Insurance & Annuities
  • Wealth Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Carolina UniversityBachelors

Personal Interests

  • Auto Racing
  • Basketball
  • Camping
  • Golfing
  • Chess

Team Members

  • Katherine Simpson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(757) 868-6170

Fax

(877) 448-7831

Office Address

374 Wythe Creek Rd Suite C
Poquoson, VA 23662opens in a new window

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