Jon Close, Financial Advisor

FINANCIAL ADVISOR
Jon Close

CFP®, AAMS™
208 Main Street, Ames, IA 50010opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Sustainable investing
  • Charitable Giving
  • New Investors

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Baseball
  • Music

Team Members

  • Zach Pool
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(515) 232-4643

Fax

(877) 904-7686

Office Address

208 Main Street
Ames, IA 50010opens in a new window

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