Jonathan Reed

How I Partner with My Clients My objective as a financial advisor is simple: I focus on understanding my clients’ unique goals and needs in order to create and deliver customized financial strategies.

My process includes identifying and tracking the short, intermediate and long-term goals of my clients, communicating regularly to deliver timely information and partnering with clients through their lifetimes to adjust their plans based on changes in their lives and the world around them. The Clients I Best Serve My typical client is the serious investor who is looking for a partner to help them plan for major life changes, specifically in the areas of retirement, charitable planning, and job transitions. No two cases are the same, and my team and I enjoy taking on the complexities of each scenario. About Me I’ve worked as a financial advisor with Edward Jones for 14 years. I hold a Bachelor of Arts in finance from Taylor University. In addition, I have earned the CERTIFIED FINANCIAL PLANNER™ certification in 2019 to further my knowledge and to better serve my clients. Throughout my time at Edward Jones, I have served in several leadership roles, primarily focused on training new financial advisors to best serve clients. My wife and I live in the St. Paul area with our two kids, Lucy and Wesley. We love spending time with friends and family, playing sports, and traveling. What Next If you are looking for a financial advisor and would be interested in talking about your situation, the first step is to call or email to schedule some time for us to talk about your situation.