Jonathan E Mumper

There are many ways to approach investments and financial decisions. The process that is right for you should support your individual style and give you confidence that you are positioned to meet your goals and financial objectives. Regardless of your financial experience, the process you utilize should empower your confidence in your ability to make the financial decisions that impact your life.

One approach is to partner with a financial advisor. Having witnessed the mental burden that financial matters can sometimes bring, I became a financial advisor to give my neighbors the option to work with a local partner, as I believe that in-person communication helps build closer relationships and enhances value.

I have worked in corporate finance and public accounting for over 16 years, and I am grateful to have four generations of my family living in Cambria, including my wife, Sandy, who is also a financial advisor at Edward Jones, and our two children, Cambrielle and Lincoln.

I began my professional career as a certified public accountant (CPA), where I was primarily focused on audit and attestation services. Subsequently, I worked in finance at Wells Fargo Private Bank, underwriting commercial real estate properties, and later at Citibank, where I was principally engaged in corporate finance for global and national companies and managed a credit portfolio of over $1 billion.

As a financial advisor, I value personal relationships and building a deep understanding of your unique financial needs. My goal is to offer a solutions-based approach tailored to your individual goals and balanced with the level of risk you're comfortable accepting.

In my branch office, I partner with Katy Jenny, Senior Branch Office Administrator, who’s been supporting clients in her role for over 15 years and who brings valuable experience and energy to our office.

In addition to our branch team, thousands of people and advanced technology support our office to help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored plan to help you achieve your financial goals.