I was put on this earth to be a financial advisor. It marries three critical aspects of who I am: 1) I naturally think in terms of numbers 2) I enjoy strategy whether it be complex puzzles or games like chess 3) I love helping people. Professionally, there is no greater satisfaction than to use numbers in a personalized strategy to help the families that have entrusted me and my team. 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.
I started my career in 2008, just months before the financial crisis ensued, and that experience has shaped my practice for the betterment of my client relationships. There are numerous things we can never control in life nor the investment world, so I've chosen to dedicate all 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.
When I'm not working, I am most likely spending time with my family. Experiencing the world through the eyes of my daughters is a privilege and I protect my time with them in this great balancing act of life. My immediate family and the extended family of our clients are the reason I get excited about each and every day.
Phone NumberJon-Erik Schoellhorn at (214) 361-2325
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