My career with Edward Jones started in January of 2012 following some of the most challenging lessons in my life. In 2004, I started a business to support my young family. During this time, our first born became seriously ill and the Great Recession of 2008 hit. The financial perils of this time and being away from my family far too often sparked my passion for helping people. Having a business degree and a life-long interest in investing encouraged me to consider a career change.
Volunteering is another passion of mine. I am involved in our local church, Meals on Wheels, youth camps, local projects for families in need, an orphanage in Guatemala "Little Lambs", fundraising events and the advisory board for the New Hampshire Charitable Foundation, along with many volunteer roles at Edward Jones.
My title is "financial advisor". However, I also play the role of a life coach and friend, and I love it! I get the best of both worlds, helping people manage their wealth and doing life with them. I am there with my clients every step of their journey, from when they get married, have children and job changes to graduations, retirement and new home purchases; it is a partnership.
The clients I work with are a select group of successful business owners, professionals and individuals who take planning their future seriously. I have developed and refined a process that puts the pieces of the financial puzzle together for clients. I call it the "GAP Process", it stands for Guide, Align, and Pursue. It helps identify what is most important to our clients and to avoid potential "GAPs" that may exist, provide direction and then monitor the progress as they live life. It is an absolute joy to partner with clients!
I will never forget the challenging times which prompted me to pursue my passion of helping people. It is through life's challenges and obstacles that visions are formed, new paths are taken and new heights are achieved!
Onward and Upward!
My Personal Interests
- Outdoor Enthusiast
Office Address1421 Nh Route 119
Rindge, NH 03461 opens in a new window
Phone NumberJason J Nero at (603) 899-9514
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