Jon is a financial advisor and managing partner of Edwards & Owens Financial Strategies and Wealth Management specializing in retirement planning and retirement income. Holding FINRA Series 7, 9/10, 24, 63, and 65 securities registrations, Jon is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.
After obtaining his master's of business administration degree in 1991 from the Darden School of Business at the University of Virginia, Jon worked with clients as their primary financial advisor for more than 18 years. He spent 15 years working as a financial advisor with Ameriprise Financial while also serving as a vice president and registered compliance principal with that firm. In 2008, Jon joined with Bruce Edwards to form Edwards & Owens in order to serve clients even better in an independent firm that provides fee-based advice.
His focus is on helping clients define and organize their financial goals and determine how to commit resources to these goals. He serves as your source for comprehensive financial advice and as your partner in staying on course through all the ups and downs that life throws your way. His goal is to help you retire at the time and in the manner you desire. Along the way, he also specializes in helping clients with:
- Managing cash flow and cash reserves
- Education planning and funding
- Protecting your income, assets, and loved ones
- Creating and managing retirement income
If you feel that you would like to simplify your financial life, so that you can spend more time imagining positively about your future and relaxing in the present, you could benefit from his expertise.