I started working for Edward Jones over ten years ago as an on-call branch office administrator. It didn't take long to realize the people walking in the door are not just customers, they are lifelong clients, members of the community and friends who we build relationships with and care about, not just their financial wellbeing but also their personal lives. We come to know their spouses, children and sometimes even their grandchildren. After getting two of my children off to college, I decided I wanted this to be my career and became a financial advisor. I have loved serving the people in my community as well as the referrals I get from all around the country. It brings me joy to help my clients feel in control of their finances.
Edward Jones allows me to serve my clients in a personal way, keeping their best interest as my top priority. I work to understand what is most important to the individuals, families and business owners I serve. I use an established process to help them create realistic goals and implement personalized strategies to help them accomplish those goals. By partnering together and remaining accountable to each other, we work to stay on track through all stages of life.
I love to get to know my clients on a personal level. Please feel free to call or stop in to schedule an appointment so we can get to know one another and discover if I am the right fit for you. I will partner with you throughout your life to help keep you on track of your goals.
Outside of the office, I enjoy spending time with my wonderful and supportive husband, Eric, and our amazing children either outdoors, traveling or on the lake. I am a proud mom of three active and intelligent "big" kids, and a precious toddler, who hopefully will keep us young!
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Cooking
- Golfing
- Health & Nutrition
- Pickleball
- Personal Fitness
Personal Interests
- Cooking
- Golfing
- Health & Nutrition
- Pickleball
- Personal Fitness
Office Information
Office Address
199 West MainVernal, UT 84078 opens in a new window
Phone Number
Julie E Jones at (435) 781-2100Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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