I first knew Edward Jones as a successful business on Main Street in my childhood hometown. 20-plus years later, I found my home here at Edward Jones in Cameron Park, CA, where I have served individuals and small businesses for the last 12 years.
In 2001, I earned a bachelor’s degree in economics from The University of California Santa Barbara. Also that year, as a member of the UCSB golf team, I was the Big West Conference Champion and named the UCSB Most Outstanding Athlete. This success led me to an eight-year career as a professional golfer.
In 2010, I was re-introduced to Edward Jones by my brother, who is also an Edward Jones financial advisor. I was looking to make a difference in the lives of others and I quickly found that the culture and values of Edward Jones were aligned with mine, and that the training was the best in the industry. In 2022, I begin my 13th year partnering with families to grow, protect and transition their wealth.
I had the good fortune of beginning a working partnership with senior branch office administrator Veronica Higgins on my first day in the branch. We invest our time in understanding what you’re working toward and what is important to you before you invest your money. I also believe it’s important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
My wife and I have been blessed with two amazing children, and we reside in Shingle Springs, CA. We volunteer in our community as members of the PTA as well as coaches for youth soccer and Little League baseball. We support the Alzheimer’s Association, Food Bank of El Dorado County, CASA Child Advocates of El Dorado County and Toys for Tots. I am also a member of the El Dorado Community Foundation Planned Giving Committee, where I educate other financial professionals on philanthropic options for their clients that impact our local community.
I would like to help provide answers to your questions and help you make informed and financially sound decisions. Please contact me at 530-676-9422 to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Divorce Finances
- Employee Stock Options
My Personal Interests
- Coaching Sports
- Culinary Arts
Phone NumberJeff Wood at (530) 676-9422
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