As an Edward Jones financial advisor, I believe it’s important to invest my 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 strategy so you have more options when you retire, regardless of what you decide to do.
In 2009, I began my Edward Jones career as a financial advisor in Selma, and then opened a new office in Smithfield in early 2014. Today, Edward Jones serves the Smithfield-Selma community from four convenient locations. I am active in many volunteer positions within Edward Jones, including training and mentoring other financial advisors.
I attended North Carolina State University and graduated in 2002 with a bachelor’s degree in business administration. I also earned the CFP® professional designation in 2019.
As an active member of the community, I currently serve as a board member for both the Smithfield-Selma Area Chamber of Commerce and the Johnston Health Foundation. I am a past president for Boys & Girls Club of Johnston County and I have served with the Selma Lions Club.
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. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
Mailing AddressP O Box 2381
Smithfield, NC 27577
Phone NumberJeff Navarro at (919) 934-0200
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More