I have been a financial advisor with Edward Jones since 2006. I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.
Originally from the Chicago area, I have been living in the Kent, WA area since 1991. I am married to Sheri and we have three children. We enjoy family outings, running, reading, movies and community service projects.
I served in the United States Army Reserves from 1987 to 1995. During this time, I participated in Operation Desert Storm.
In 1989, I attained a Bachelor of Arts in European history from Calvin College in Grand Rapids, MI. Furthering my education, I achieved a master's in business administration (MBA) in 2006 through City University and the AAMS® designation in 2011 from the College for Financial Planning. I hold a General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). I also hold insurance licenses in various states.
In 2017, I earned the Certified Financial Planner™ designation through American College. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice and Standards.
Through Edward Jones, I provide highly personalized service. I strive to build a strong relationship where I can learn and understand my clients' unique goals and needs.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
- Business Retirement Plans
My Personal Interests
- Personal Fitness
- Spending Time with Family
Office AddressSawyers Village
27203 216th Ave S.E., Suite 2
Maple Valley, WA 98038 opens in a new window
Phone NumberJon H Roelofs at (425) 413-5156
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 01:00PM|
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