portrait of Wren M Jones

About Wren

Some people are blessed to find their true calling in life; I am one of these people. My mission is to be a trusted family resource of all things financial by providing exceptional, personalized services to the long-term, individual investor. Helping others achieve a work-optional lifestyle is my passion.


I came to Edward Jones after earning my MBA from Stetson University in 2014. Now, I serve my community as a CFP® professional, offering a variety of services tailored to each client's needs. It is my job to understand how my clients think and to help them prioritize their goals. I can...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesOctober 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Stetson UniversityMBA (Masters of Bus Admin)
  • Stetson UniversityBachelor of Music

Team Members

  • Karen Lee
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

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

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