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Mike Jonas, Financial Advisor

FINANCIAL ADVISOR
Mike Jonas

AAMS™
10033 Wicker Ave, Suite 11, Saint John, IN 46373opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews

About Mike

My Goal: To assist my clients with their Wealth and Wealth Preservation Strategies.

** I want to understand what is important to you.

** We will use an established process to build personalized strategies to help you
achieve your goals.

** We will partner together throughout your life to help keep you on track.

I joined Edward Jones in April 2011. I have been in the financial industry for over 30 years. I hold the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final...

Work History

  • Edward JonesApril 2011 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lewis UniversityBachelor of Arts

Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Football
  • History and Museums
  • Horseback Riding

Team Members

  • Laura Voticke
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(219) 365-1542

Fax

(877) 335-9523

Office Address

10033 Wicker Ave, Suite 11
Saint John, IN 46373opens in a new window

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