I can remember opening my first savings account at our small-town bank in DeSoto, Kansas at around the age of 10, buying my first savings bonds at the age of 18, and purchasing my very first individual stock when I was 22. Saving and investing have always been important to me. Becoming a financial advisor at Edward Jones has given me the opportunity to take my passion for savings and investment and truly make a difference in the lives of my clients and their families.
After 17 years in the healthcare industry working as a pharmaceutical rep for Pfizer and then Johnson and Johnson, I joined Edward Jones in 2019, and now work with individuals, families and small business owners to plan retirement, save for education, prepare for the unexpected, prepare estates and implement tax-saving strategies.
Edward Jones has an incredible history of almost 100 years, serving clients from its Midwest home in St. Louis, MO. I am privileged to be a part of a company that truly puts the client first.
When I work with you as a client, my first step is:
Understanding what's most important to you. What are your goals - both short and long term? Who or what matters most to you? What is your vision for your future?
Using an established process, I will work with you to design personalized strategies to help bring your financial goals to life.
Every client has his/her/their own story! I love working creatively with my clients to design strategies that work together for them.
Then I will partner with you throughout your life to help you stay on track to reach those goals.
I am a graduate of Kansas State University, with a degree in public relations/marketing. I have lived in Lexington, KY, for over 20 years. I enjoy yoga, golf, tennis and spending time with my husband, Joe Ray, our two boys, Sawyer and Cooper, and our golden doodle, Lincoln.
My ideal client has a desire to dream, plan and achieve their financial goals! I look forward to hearing from you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Real Estate
Phone NumberJayme W Nelson at (859) 309-8470
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