As a financial advisor, I am committed to helping my clients identify and define their financial goals. We then create and implement a tailored strategy to help you achieve your goals.
In 1999, I joined Edward Jones as a financial advisor, opening my office in O'Fallon, MO in 2001. I earned my AAMS® accreditation from the College for Financial Planning in 2004.
A native of Missouri and a graduate of the University of Missouri-Columbia, I majored in finance and banking, earning a Bachelor of Science in business administration.
Laurie Heizmann, our senior branch office administrator, has over 20 years of experience and is dedicated to providing our clients the highest level of service possible.
All aspects of our business are aligned to help us better understand and meet our clients' unique goals and we are grateful for their trust and confidence.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
Phone NumberJacob W Venetis at (636) 561-0105
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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