I bring a unique perspective to my role as a financial advisor. After joining the Edward Jones family in 1974 as a client interested in investing proceeds from a summer job, I began to develop a deep understanding and appreciation of the stock market, corporate finance and business economics that fueled my passion for investing. After a 30-year career in the beer industry, I joined Edward Jones as a financial advisor to help clients achieve their financial goals.
My goal is to create a partnership with my clients that is built on trust, openness and honesty. This partnership will allow you to provide input, express ideas and learn as we build your investment strategies together and adjust them over the long term.
My Senior Branch Office Administrator, Dorota Brak, has been with Edward Jones for 19 years and is fluent in Polish, Russian and German and is dedicated to providing you with the highest level of client focused service.
As your Edward Jones team, we believe it's important to invest time with you to understand what's important to you and to develop a long-last working relationship. We use an established process to help you build personalized strategies to achieve your long-term goals and will partner with you to keep you informed and on track.
If you are looking for a financial advisor, we invite you to experience the Edward Jones difference; face-to-face meetings built around your schedule, customized financial strategies based on your unique situation and a one-on-one relationship built on trust.
Call today to schedule an appointment.
My Personal Interests
- Wine Collecting/Enthusiast
Office Address1232 American Way Dr
Libertyville, IL 60048
Phone NumberJeffrey A Schmidt at (847) 557-5050
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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