As a financial advisor since 2009, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to help my clients feel financial matters and to clarify their life goals. We genuinely want to understand what's important to you before you begin to work with our office. Working closely with you and your CPA and/or attorney, we can help determine the most appropriate financial strategy for you and your family.
Originally from Fort Dodge, IA, I have lived in the Des Moines area since graduating from the University of Iowa in 2008, majoring in business management and finance. My wife, Lauren, and I, and our son, Conrad, live in Clive, IA, and enjoy spending time with family, outdoor activities, golfing and traveling.
I chose Edward Jones for three reasons:
- We are a privately-owned partnership, which best positions us to put your needs first.
- We have thousands of people and advanced technology that support our office, so we can give you advice with the service and feel of a local office.
- We live in the communities we serve, which allows us to be accessible to our clients at all times and invest in where we live.
As a personal commitment to those I serve, I obtained the AAMS™ professional designation from The American College of Financial Services® in 2012.
My senior branch office administrator, Stacey Crandall, has been serving clients at Edward Jones since 2007, and is dedicated to providing you with the highest level of personal attention. Our team extends far beyond myself and Stacey. In our home office, our senior leaders, strategists, the Investment Policy Committee and product review teams are all dedicated to developing the research, advice and guidance we rely on.
Our daily intense in-office rivalry of Stacey's Cyclones and Packers and my Hawkeyes and Cowboys continues year-in and year-out.
We provide highly personalized service in all aspects of our business. Relationships are vital, and nothing builds a stronger relationship than meeting face to face. We would love the opportunity to sit down and have a meaningful conversation about what's most important to you. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. We'd be honored to be yours.
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Focus areas
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Socially Conscious Investing
Focus Areas
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Traveling
- Golfing
- Sports Enthusiast
- News & Media
Personal Interests
- Spending Time with Family
- Traveling
- Golfing
- Sports Enthusiast
- News & Media
Office Information
Phone Number
Jon Lutz at (515) 270-0090Branch Team
- Stacey Crandall
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Stacey Crandall
- Sr. Branch Office Administrator
Branch Team
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