In 2012, I began my career in the financial industry. I am part of the University of Michigan Alumni Association, having earned a B.B.A. in finance. I also hold the AAMS® designation from the College for Financial Planning.
I am a part of the regional leadership team and have been asked to mentor new financial advisors as well as be involved in onboarding and inclusion for the firm. I have also had the privilege of returning to headquarters to mentor financial advisors from across the country.
Finance has always been my passion, but when I am not working, I enjoy golfing and spending time with family and friends. Having played hockey and lacrosse in college, I enjoy staying active in both sports by coaching and occasionally playing.
I have two Golden Labs named Buddy and Duke. Buddy was a rescue and enjoys playing fetch and Duke enjoys playing tug of war.
My Sr. Branch Office Administrator is Janelle Will. Janelle is involved in the community and has a library in her front yard for community use. On top of serving our clients, she also mentors new associates and continues to support our office in our firm leadership duties.
I believe one of the most important aspects of financial analysis is working with someone you're comfortable with. I am committed to creating and upholding strong lifelong client relationships. I believe it’s important to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
To learn more about me and how Edward Jones can help you reach your financial goals, call or email me today.
Office Address215 N State St Ste 3
Caro, MI 48723 opens in a new window
Phone NumberJonathan R Cummings at (989) 673-0553
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More