My professional path did not lead me to Edward Jones the conventional way. My education was in chemistry and biology with a BS in agriculture from the University of Arizona. I worked 10 years in the food business and came to Jones when I was looking for a career change. Edward Jones was not that well known at that time (about 1,200 offices) but I loved what they had to offer. My desire to be a part of the firm’s future expansion made Edward Jones an obvious fit.
I enjoy the opportunity every work day to manage an autonomous branch office, make a difference in people’s lives and build a meaningful business. My business relationships are not only my clients but are also some of my best friends. I am humbled to know that in life changing events, my clients consider me to be one of their top advisors. What is not to love in my work.
My branch office administrators, Margie and Anne, are the best team I have worked with in my 32 years with Edward Jones. Together, they to have 20 plus years of experience with the firm. Our clients know when they contact our office that their financial needs will be addressed by an experienced team whose combined skills work together to support and over deliver on expectations.
I have been married to my wife, Ann, for 36 years. We have two daughters; Marie, age 35, and Hanna, age 32, who both live in the Los Angeles area. Marie is an editor for “C” Magazine and Hanna works as a civil engineer. My hobbies are many and include tennis, photography, music and traveling. I am an avid Chicago sports fan who lives and dies with the Cubs and Bears. I am a member of the St. Thomas More Catholic Church and active member in the Asian Corporate and Entrepreneur Leaders (ACEL) of Phoenix.
We want to establish, guide, and monitor your financial needs during various stages of your life. Call or stop by our office. Let's talk.
- New Investors
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
Phone NumberJerry M Look at (623) 546-8418
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