Thank you for the opportunity to share a little bit about me. I am a financial advisor with Edward Jones in the Roseville, CA, area offering investment solutions tailored to all your financial goals. I am a second-generation financial advisor with Edward Jones (my father before me) and have been a client since 1994. Edward Jones proudly believes that family comes first, and I'm honored to represent now two generations with this firm.
I'm a career changer, spending 22 years in the international shipping industry in various leadership positions before joining Edward Jones in 2018. I hold a B.S. degree in business administration from California Maritime Academy and an M.B.A. in global business from the University of Redlands. Additionally, I earned the AAMS™ and CRPS™ professional designations.
My branch office team includes branch office administrator, Natasha Hansen, who has a number of years of client service experience prior to joining Edward Jones. Natasha has a wonderful approach with clients and is an integral member of our team.
My interests include reading, the outdoors and working out. I am married with a very creative 12-year-old daughter who also has a lead left foot like her dad playing soccer. My wife of 18 years is a very supportive spouse who has been my biggest cheerleader in my success.
I am inspired every day to see the smiles from my clients when they've committed to building their financial strategies and seeing the results of their efforts. My promise is to give every ounce of effort in return to my clients. Ideally, the clients I look for are active participants in preparing for their financial future.
I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I look forward to meeting you.
Phone NumberJon Benecke at (916) 865-4616
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