I am a financial advisor who helps each client define their vision of a meaningful life, and I create financial strategies to help my clients achieve their idea of meaning and fulfillment. I always start with listening to understand what is important to you, walking you through my established process and then partnering with you to help you stay on track toward meeting your goals. By working with your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you.
I joined Edward Jones in 2017 after several years with the commercial real estate firm, CBRE, where I worked with private equity clients to manage and reposition large assets. The disciplines and analytical skills acquired through this experience help drive my processes. While the strategies I implement can be complicated, my goal is to care for the best interest of those I serve.
My wife, Erica, and I live in downtown Fort Wayne with our son, Wesley. We enjoy being outdoors, traveling and cycling on Fort Wayne's trails.
I am a "Big" with Big Brothers Big Sisters where I mentor a third grader. I also serve as the chairperson of my church's finance team, Canvas Community Church.
I have received the CFP®* designation, a financial planning certificate from Northwestern University, a MAT from Mercer University and a BA from John Brown University.
* Certified Financial Planner™ (CFP®) - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- History and Museums
Phone NumberJason Korner at (260) 444-3134
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