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portrait of Jonathan E Shoffner
FINANCIAL ADVISOR

Jonathan E Shoffner

CFP®, AAMS™
1740 Taliaferro Trail, Montgomery, AL 36117opens in a new window
Accepting New Clients
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About Jonathan

My service in the Army took me across the country and around the world. Being stationed in multiple locations and deploying worldwide, I planned and operated air and missile defense systems, as well as held multiple leadership roles in a wartime environment. My interest in personal finance started there, and I taught others what I had learned.

After leaving active duty and taking a leadership position in a Fortune 500 company, I continued to teach others about how investing worked. That's when I decided to turn my passion for educating into a career to help people like myself, which led me...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesFebruary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Auburn UniversityMaster of Business Admin
  • Univ of MississippiBachelor of Business Admin

Team Members

  • Patricia Clark
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(334) 593-5612

Fax

(877) 631-6115

Office Address

1740 Taliaferro Trail
Montgomery, AL 36117opens in a new window

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