My service in the Army took me across the country and around the world. Being stationed in multiple locations and deploying worldwide, I planned and operated air and missile defense systems, as well as held multiple leadership roles in a wartime environment. My interest in personal finance started there, and I taught others what I had learned.
After leaving active duty and taking a leadership position in a Fortune 500 company, I continued to teach others about how investing worked. That's when I decided to turn my passion for educating into a career to help people like myself - which led me to join Edward Jones.
As a financial advisor, I believe it’s important to understand what you’re working toward before you invest your money. I have built my business by treating clients the way I would want to be treated. I strive to educate investors on the types of investments and strategies that are appropriate for them based on their financial goals.
I partner with my clients in a way that is open for people to express themselves, ask questions and learn. I want my clients to know what type of investment they have; understand why it is appropriate; and feel comfortable with it.
I am a proponent of lifelong learning. That's why I have obtained the AAMS® (Accredited Asset Management Specialist™) professional designation. 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’m very involved in community organizations in the River Region and enjoy meeting new people that way. In my free time, I enjoy anything that involves the outdoors and spending time with my family.
If you’re looking for a financial advisor, I invite you to have a conversation; that’s where it all begins. Give us a call or stop by to schedule an appointment.
- Military Professionals & Veterans
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
Office Address1740 Taliaferro Trail
Montgomery, AL 36117
Phone NumberJonathan E Shoffner at (334) 593-5612
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