I have been a financial advisor with Edward Jones since 2005. I earned a bachelor's degree in finance and accounting/business administration from the University of Colorado Boulder and an MBA in finance from Regis University. Prior to joining Edward Jones, I lived and worked in Tokyo.
Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am proud to serve a diverse group of clients with wide-ranging goals. I regularly work with multi-generational families to develop unique strategies of wealth transfer and with federal employees for whom I create strategies to help with asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve their goals.
The mantra in my office is, "Our friends are our clients, and our clients are our friends." I genuinely love building relationships with my clients and relish in the opportunity to help others achieve success through the advising of their financial lives.
Within Edward Jones, I am an "Optimize Your Practice" consultant for other financial advisors and the region's performance leader. I have previously held many other leadership roles within the firm.
Outside of my roles with Edward Jones, I enjoy traveling, hiking and spending time with my family, including my husband, Jesse, and our dog, Franky. I am also an avid reader and a supporter of the Denver Art Museum, the Shih Tzu Rescue and the American Diabetes Association.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Employee Stock Options
My Personal Interests
- Art Collecting
- Animal Rescue
- Book Collecting
Phone NumberJenna E Short at (303) 988-6866
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