With over 12 years of experience as a financial advisor at Edward Jones, I oversee the financial affairs of families and business owners in the Austin area and points around the country. It is important to me to invest my time in understanding what is important to you. We’ll use an established process to build personalized strategies to help you reach your goals, and will partner together throughout your life to help keep you on track.
I attended Texas A&M University, graduating with a BBA in finance in 2002, and began my Edward Jones career in 2008 as financial advisor in Pflugerville. I earned my AAMS® professional designation in 2010. In addition, I was named a limited partner with the firm and received my CFP® Certification in 2015. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the Board's requirements for professionalism in financial services.
Over the years, I have had the opportunity to serve in multiple roles supporting Edward Jones financial advisors in the Austin area. This includes being a mentor, field trainer, field trainer leader, performance leader, and most recently, recruiting leader.
I enjoy the opportunity to give back to the local community as an active member of the Rotary Club of Pflugerville for many years and have served as membership chairman for six years. I also currently serve as a board director for Senior Access, which provides rides for seniors that need local transportation.
My talented branch office administrators, Stefanie Cumby and Sheila Randel, have 18 years of combined experience. They are dedicated to providing you with the highest level of service. Please don’t hesitate to call on them with questions concerning your needs.
At Edward Jones, we are focused on you, and we pride ourselves on striving to deliver an ideal client experience.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Phone NumberJeff Stefek at (512) 989-1531
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