As your Edward Jones branch team, 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. Helping our clients navigate ever-changing market conditions and regulations to best achieve their goals inspires us to do our best each and everyday!
Originally from Fort Dodge, IA, I have lived in the Des Moines area since graduating college in 2008. I attended the University of Iowa Henry B. Tippie College of Business and graduated with a B.S in finance as well as business management. My wife, Lauren, and I currently live in Clive and enjoy spending time outdoors, boating, golfing and traveling.
I started my career with Edward Jones as a financial advisor in 2009, opening the firm's second branch office in Windsor Heights, IA in 2011. In 2012, I earned the AAMS® professional designation from the College for Financial Planning.
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. Please don’t hesitate to call on her with questions concerning your statement, online account access, transferring funds, or general account questions.
Stacey and I enjoy our daily in-office rivalry of her Cyclones and Packers and my Hawkeyes and Cowboys!
We provide highly personalized service in all aspects of our business. We'll discuss your desired level of risk and incorporate that into a strategy that's realistic and appropriate for you to help achieve your financial dreams. Together, we want to partner with you to help keep you on track through life‘s ups and downs. We are ready to serve.
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Phone NumberJon Lutz at (515) 270-0090
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