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 partnerships with these families and help keep them on track to reach their financial goals throughout their life. As a lifelong learner myself, I prefer to work with families that are open to learning and willing to become the best version of themselves financially.
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 hiking, camping or spending our time outdoors.
For more, connect with me on LinkedIn: www.linkedin.com/in/jonrconnell, or email: [email protected]
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
- Spending Time with Family
- History and Museums
- Wine Collecting/Enthusiast
Office Address1721 Central Avenue
Albany, NY 12205
Phone NumberJon Connell at (518) 869-9088
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