I took an interest in the stock market at a young age. My father would talk to me about investments and staying out of debt. I quickly became fascinated with the idea that someone could “grow” their money. At 16, I was reading books about investing and when I was 18, I bought my first stock. This led me to pursue a finance degree and then my MBA. I have over 10 years of experience in the financial services industry and prior to coming to Edward Jones, I assisted businesses with cash management, forecasting and risk management as a regional financial consultant and then as a Director of Finance. Working for Edward Jones has allowed me to combine two things I enjoy – investing and helping business owners.
Every business and investor is different. When working with our office, you can expect a truly personalized approach. At the first meeting, I sit down and get to know you, your goals and your risk tolerance. With that information, my experience and the firm’s advanced technology support, I work with you to create customized strategies unique to your situation. But our service doesn’t end there. I believe you should hear from your financial advisor frequently. I proactively reach out to my clients throughout the year to review the progress they are making towards their most important goals and make adjustments to their portfolio, if needed. My branch office administrator, Shonda, and I work together to provide excellent client service.
When I am not at the office, I enjoy spending time with my wife and two daughters. We love playing games, having family movie night on the weekends and being outside together.
If you are seeking financial guidance or looking for a second opinion, please contact our office. We currently serve clients throughout the greater St. Louis area as well as 13 other states.
My Personal Interests
- Spending Time with Family
- Real Estate
Office Address5551 Winghaven Blvd Ste 205
O'Fallon, MO 63368
Phone NumberJonathan Sojka at (636) 265-2469
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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