I have been with Edward Jones and serving Saint Ignace and the Eastern U P since November of 2010 and have my AAMS® (Accredited Asset Management Specialist™)* designation. It is my goal and my passion to improve the lives of my clients and the people around me.
I enjoy Michigan's Upper Peninsula and the awesome people that live and travel here. My wife and I are heavily invested in this community and love boating, gardening and the great outdoors.
I have served on many boards and committees to help give back and serve this great community. Roles include: Past Chamber President; Past Mackinac Economic Alliance President; Current Saint Ignace Visitors Bureau Board Member; Current Planning Commission Member; Events Committee Member; and Kiwanis
My ideal client is a serious long-term investor who is looking for financial advice and would like a face-to-face or virtual relationship to last a lifetime.
I provide personal goal-oriented financial advice. I partner for life to help keep clients on track with guidance through good and bad markets to reach their financial goals.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Focus areas
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Business Retirement Plans
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Business Retirement Plans
My Personal Interests
- Cooking
- Community Outreach
- Golfing
- Real Estate
- Volunteering
Personal Interests
- Cooking
- Community Outreach
- Golfing
- Real Estate
- Volunteering
Office Information
Phone Number
John W Kling at (906) 643-6282Branch Team
- Tracy Movalson
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Tracy Movalson
- Sr. Branch Office Administrator
Branch Team
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