I have always had a passion for helping others with understanding how long-term investing can have a positive and profound impact on their lives. From high school to college at Washington & Jefferson, I've wanted to serve clients across their many needs. This is my "why"; to understand what is most important to our clients and build a tailored experience that helps keep them on track for a lifetime.
Our team starts with a conversation focused on you and your goals to fully understand you and your family. We then build you a personalized portfolio using our established process and partner with you to help keep you on track. We use a team approach while doing this, leveraging our branch office administrators and our home office support. In addition, we look forward to working with your tax and legal professionals in a collaborative manner.
We value when clients are fully engaged, using a regular cadence of communication that suits your schedule and expectations. This typically includes several touchpoints during the year, including face-to-face reviews as well as phone and now virtual calls to complement our time together.
Our team and our regional Edward Jones team see tremendous opportunity in Penn Township and in the greater Pittsburgh area to improve the lives of many in the community through various groups and sponsorships that we have participated in the past. In addition, we are looking for more ways to have a greater impact going forward.
We look forward to helping you today!
- Business Retirement Plans
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
Phone NumberJon Emrock at (724) 744-1420
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