At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. Every strategy we offer and every solution we recommend is based on what's most important to you. Once I understand your priorities and what you are trying to achieve, your comfort level with risk and your choices for how you'd like to work together, we can develop a strategy based on a disciplined, established process to help you reach your goals.
I began my career as a financial advisor with Edward Jones in 2006. My office is located in Sun City, AZ. I have served the firm in numerous volunteer mentoring and coaching leadership positions. I am currently serving as the regional recruiting leader.
I hold two master's degrees in business administration and human resources, both from Webster University in St. Louis, MO. I acquired the professional designation of Accredited Asset Management Specialist, AAMS®, in 2005. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am proud to have served my country as a member of the United States Air Force from 1998 to 2002 at Luke Air Force Base in Arizona. Originally from Chicago, I moved to Arizona in 1998. My wife, Melissa, and I enjoy travel, personal fitness and raising our two sons, Rhett and Byron.
As your Edward Jones branch team, Marty Jallo, Amber Boyd and myself will partner with you to guide you through life's major decisions. Together we have over 44 years of combined experience. We are building our business by treating our clients as we would want to be treated; by providing exceptional service. Additionally, our home office team of investment professionals and strategists are dedicated to developing the advice and guidance we need to assist you.
- Military Professionals & Veterans
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
My Personal Interests
- Outdoor Enthusiast
- Personal Fitness
Phone NumberJonathan W Miles at (623) 977-0284
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