Jason Stone

As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I joined Edward Jones as a financial advisor in 2004, opening one of six branch offices in O'Fallon. Our branch office has continued to grow as we continue offering our clients the highest levels of service.

While at Edward Jones, I have served the firm as performance leader, growth leader, trainer and mentor. I earned a bachelor’s degree in journalism from Eastern Illinois University in Charleston, IL. In addition, I received the AAMS® professional designation in 2008. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My spouse, Gina, and I have two daughters.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

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.