As an Edward Jones financial advisor, my priority is to fully understand your financial goals, so we can develop a tailored strategy that best meets your needs. 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. Additionally, I can help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2004 when I opened my office in Lakewood, CO. My focus has always been to build strong relationships with my clients. Together, we collaborate to design a financial strategy in which they can have confidence. I am proud to have been named a limited partner in 2015 as well as earning the AAMS® designation from the College for Financial Planning.
I am originally from central Indiana where we return often to visit family and friends. For college, I attended Miami (OH) University. Although we love the Midwest, my wife, Emily, and I are happy to call Colorado home. My wife and I have two sons; Thomas (8) and Calvin (5). As a family, we enjoy camping, skiing and spending time in the mountains.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We provide the investments, services and tools our clients need to work toward their financial future.
- Retirement Income Strategies
- College Savings
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberJeremy Tuleja at (303) 989-2070
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