As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
In 2003, I joined Edward Jones as a financial advisor. I became a limited partner in 2007. In addition, I was named a principal with the firm in 2016, with responsibilities for offices in Southeast Missouri.
I earned a bachelor's degree from the U.S. Air Force Academy in 1996 and served five years as a program manager for anti-terrorism force protection systems in Southwest Asia and then served as the deputy program manager for the Korean F-16 Fighter Program. In 2003, I earned a Master of Business Administration from Washington University in St. Louis specializing in finance and entrepreneurship.
In 2011, I received the CFP® professional designation. I also serve on the State of Missouri 529 MOST Education Plan Board of Directors.
My wife, Rachel, and I have three children: Ava (15), George (13) and Vivian (11). We are active members of Our Lady of the Lourdes Parish and support OLLIS Catholic School as well as Tolton Catholic High School. In our spare time, we enjoy spending time at our small row crop farm in West Central Missouri and like to take the kids water skiing and fishing at Truman Lake!
My senior branch office administrator, Laura Loomis, along with branch office administrators Dana Frink and Holly Casteel, have over 30 years of combined experience and are dedicated to providing you with the highest level of service possible.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs!
My Personal Interests
- Spending Time with Family
Phone NumberJ R Lawless at (573) 443-8871
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