Being a member of Ducks Unlimited, Delta Waterfowl and Pheasants Forever, I'm passionate about the outdoors and wetland preservation. I've witnessed small groups of mallards converge to form a single, massive flock. They know the power of working together—and as a financial advisor, I apply the same strategy when serving my clients. It's not uncommon for people to have multiple statements from different financial institutions. These accounts are like small “flocks” of money, and I work with you to consolidate your assets into one manageable flock of investments.
I take a simplified approach toward helping you achieve your goals while overcoming obstacles in shifting markets and economic cycles. This starts with transforming complex financial challenges into simple, successful strategies. You deserve a clear understanding of how every dollar is working for you, and I provide it in simple terms. For clients who are business owners, I can also help develop tax saving strategies as well as ways to attract and retain quality employees through benefits.
I joined Edward Jones in 2014 with prior financial experience. I was drawn to the way this organization equips financial advisors with outstanding tools and resources. Combined with the leadership and experience of Kayla Fredin, my branch office administrator, our clients truly experience the Edward Jones advantage.
Over the years, I've had the privilege to work with many multi-generational families… Their countless goals, objectives and dreams. And that's what energizes me. More specifically, it's the look on someone's face when they see our synchronized strategy working for them.
Let's talk about your own vision: what you want for yourself and your family, and the issues that matter to you. Together, we can help it take flight.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
- Spending Time with Family
- Sports Enthusiast
Office Address1604 S Broadway St
New Ulm, MN 56073
Phone NumberJason R Engstrom at (507) 359-2163
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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