As an Edward Jones financial advisor, I began my career in 2007 with our firm. I founded my office in Huntersville, NC where I partner with each family as their primary financial advisor. My role with each family is to understand their most important financial and life goals, develop personalized strategies and throughout their lifetime, monitor and help keep them on track to achieve their goals.
In 2019, I earned the esteemed title of Certified Financial Planner™*, passing the board exam as well as rigorous course work through Wake Forest University School of Business. Nita, my branch team partner, qualified for the firm's BOA Managing Partners Award, which is awarded for our branch's high level of service.
My wife, Beth, and I have lived in the greater Huntersville area for most of our lives. We have four children: Griffin (2012) and our triplets Hayden, Holden and Lilly Blake (2017). We attend Mt. Zion United Methodist Church, where I currently serve on the board of finance. We are huge fans of the Panthers, but are a house divided around the Blue Devils and the Tar Heels. We are annual supporters of the National Breast Cancer Foundation and The Alzheimer's Foundation.
*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 Standards.
Office Address9601 Holly Point Dr
Huntersville, NC 28078
Phone NumberJon Lentz at (704) 892-7408
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