Jason S Weltzin

I earned a bachelor's degree in business administration (finance) from The University of Oklahoma, Michael F. Price College of Business in 2006. Upon graduation, I accepted a job with IBM as a finance, supply chain and management consultant in Washington D.C. and then in San Diego, CA from 2006 to 2012. I began my career with Edward Jones in 2012 as a financial advisor in my hometown of Abilene, TX and became a limited partner with the firm in 2018. I've always said that the only regret I've had in my professional career was not starting with Edward Jones sooner.

I married to my high school sweetheart, Johanna, in 2008 and we have two children, Jones and Jane. We love being back home in Abilene and having the opportunity to raise our kids and serve the clients and community that raised us. Some of our favorite activities are spending quality time with friends and family, traveling, skiing, cooking out, golfing, swimming and playing baseball.

I am an active member in the community, currently serving as the board chairman for Big Brothers Big Sisters Abilene, a St. John's Episcopal School board member, a Big Brothers Big Sisters Lone Star board member, an Abilene Chamber of Commerce member, a youth baseball coach for Wylie Little League and a member of Abilene First Baptist Church.

My team includes an extraordinary senior branch office administrator, Tamela King. Tamela has over 20 years of experience serving clients in this role at Edward Jones. She does an outstanding job of making each client feel understood, informed and comfortable. She is an animal lover, great cook, enjoys restoring old furniture and there is no question that family is the most important thing in her life.

We serve clients and businesses all over the country, and I am so grateful for the personal relationships and friendships that we have been able to create along the way. I believe it is important for us to understand what your personal financial goals are before you invest your money.