Edward Jones provides financial services for individual investors in the United States and Canada. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
In 1995, I began my Edward Jones career as a financial advisor in Erie, PA. Today, Edward Jones serves the community from 10 convenient locations. I became a limited partner with Edward Jones in 2007.
I recently won the firm's exclusive Spirit of Caring Award designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back. I was one of only 213 financial advisors out of the firm's more than 15,000 to receive the award.
I am a graduate of the United States Military Academy at West Point, earning a bachelor of science in engineering, and the University of Central Texas, earning a master's degree in public administration.
I have served the firm as a recruiting leader and performance leader. I am an active member of the community, serving as a board member for the Foundation for Sustainable Forests.
I am a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industry's only volunteer advocacy organization. The task force is comprised of financial advisors and branch office administrators from all 50 states. Its representatives serve as a constituent resource for elected officials and staff to ensure they are well-informed on legislative and regulatory issues impacting individual investors.
We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Military Professionals & Veterans
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Art & Theater
- Outdoor Enthusiast
Phone NumberCraig A Schwegman at (814) 838-0898
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