As an Edward Jones financial advisor, I believe it’s important to understand what financial goals you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We will partner together throughout your life to help your goals stay on track.
There are three things I strive to provide my clients throughout our time working together:
- A clear explanation of the investments I recommend.
- Timely updates on market conditions and volatility.
- Transparent explanations of costs.
In 2011, I began my career in the investment services industry with Lord Abbett & Co. after attending Michigan Technological University where I graduated with double major in finance and accounting.
What drew me to a career at Edward Jones was the culture and environment they create for their clients and their employees. The amount of personalized care and attention that is given to each client is unsurpassed in this industry. I have worked with individuals at many of the largest banks and brokerage houses in the world, as well as many independent investment firms and saw what they have to offer. I am confident Edward Jones gives me all the tools and support needed to make a real difference in the lives of my clients.
Originally from Michigan's Upper Peninsula, my wife, Jessica, and I moved to Windsor in 2019. Since moving to the area I have become active in the community by joining the DeForest Area Rotary Club and DeForest Windsor Area Chamber of Commerce.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions and gain confidence and clarity in pursing your financial goals throughout your life, regardless of what those goals may be. I plan to use our established process to build wonderful relationships and deeply serve my clients for the next 30 years.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address6729 Lake Rd Ste 2
Windsor, WI 53598
Phone NumberJacob Vehring at (608) 846-5122
|Mon||08:00AM - 06:00PM|
|Tue||08:00AM - 06:00PM|
|Wed||08:00AM - 06:00PM|
|Thu||08:00AM - 06:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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