I began my Edward Jones career in 2014 as a financial advisor in Superior.
I focus on serving the financial needs of individual investors of all ages and financial means. I have built my business by treating our clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I value personal relationships based on a deep understanding of your unique financial needs. Together, we can develop a solutions-based approach tailored to your individual goals and provide exceptional service.
Throughout our time working together, I strive to provide my clients:
- An understanding and true focus on what is most important to you
- A clear explanation of the investments I recommend that are part of your individual strategy to meet your goals
- Focused reviews and timely updates on market conditions and volatility, all designed around keeping you on-track
- Transparent explanations of costs
My spouse, Amanda, and I have two daughters as well as two fluffy cats that pretty much run the house.
I am an active member of the community, involved in many organizations including the American Legion, Superior Elks and Chamber of Commerce, among others. I am a veteran and also currently enlisted with over twenty years in the 148th Fighter Wing, Minn. Air National Guard.
My branch office administrator, Emma Hengemuhle, is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Military Professionals & Veterans
- Insurance & Annuities
- Entrepreneurs & Business Owners
Office Address3712 Tower Ave Suite B
Superior, WI 54880
Phone NumberJason W Rolfe at (715) 392-1268
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