I have been a financial advisor with Edward Jones since 2008. I earned my bachelor's degree from the University of Maine. My branch team consists of myself and my branch office administrator, Claire Grenier.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always keeping client information confidential.
We want you to feel understood, informed, in control and secure, while also having the time and confidence to focus on what brings the most meaning to your life.
Within Edward Jones I am currently our region's Client Solutions Leader. I have previously held many other leadership roles within the firm.
I enjoy working with families and business owners here in our community. When I'm not working with clients, I enjoy spending time with my wife, Jamee; my son, Landon; and daughter, Tenley. As a family, we enjoy traveling. I am also a huge sports fan, especially of the New England Patriots.
I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at (207) 885-9499 or [email protected].
- Retirement Income Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJason B Shinn at (207) 885-9499
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