Service has always been an important aspect of my life, and I commissioned as an Infantry Officer after college. My experience in the special operations community, with the 75th Ranger Regiment, affords me the opportunity to bring a unique perspective to client relationships.
My goal is to help clients organize and consolidate their accounts, protect their assets and grow their wealth. I believe our approach, process and guidance changes lives and helps people achieve better outcomes. I create long-term partnerships and help keep my clients on track to reach their financial goals throughout their life. I prefer to work with clients that desire to become the best version of themselves financially.
In the office, I am supported by my office administrator, Sharon Levine, who is a tremendous asset to our clients. Together, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
There are numerous things we cannot control in life, nor the investment world, so I've chosen to dedicate my time to the activities that we can control. I believe education, strategy and behavior are essential to positive investment outcomes. Edward Jones is my final career destination, and I look forward to providing advice and service to my community for decades to come.
No matter the season, when I'm not working, you can find my family and I spending our time outdoors and exploring the many happenings around the Capital region.
For more, connect with me on LinkedIn: www.linkedin.com/in/jonrconnell, or contact my office to get started.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Portfolio Reviews
- Employee Stock Options
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
- Personal Fitness
- Spending Time with Family
- Hiking
- Coaching Sports
Office Information
Office Address
2452 Route 9 Suite 103Malta, NY 12020 opens in a new window
Phone Number
Jon Connell at (518) 899-0156Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:30PM |
Tue | 08:00AM - 05:30PM |
Wed | 08:00AM - 05:30PM |
Thu | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
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