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Jana L Shepard
Financial Advisor
Edward Jones - Lake St Louis,MO
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. I take the time to identify each financial goal that you have for th...... Show More
Location & Business Hours
Tuesday
08:00AM to 04:00PM
Wednesday
08:00AM to 04:00PM
Thursday
08:00AM to 04:00PM
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About
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. I take the time to identify each financial goal that you have for the future and develop a strategy to help achieve those goals while working closely with your CPA, attorney and other professionals. Planning for retirement, saving for college and protecting the financial future of the ones that we love are just a few of the goals that I help my clients plan for. I began my career with Edward Jones in 2010. Since starting, I have served as a financial advisor coach, a field trainer and mentor, women and diverse inclusion specialist, secondary recruiting leader, and the culture of compliance leader. I became a CERTIFIED FINANCIAL PLANNER® professional in 2021. I am originally from Clarksburg, West Virginia, and graduated from West Virginia University (WVU) with a bachelor's degree in 2004. I have lived in St. Louis since 2008. I'm officially a Cardinals fan but still love all WVU sports! I'm also very passionate about health and nutrition.My husband, Jeff, owns his own retail business with stores in the St. Louis area. We have two wonderful dogs, Ralphie and Shelby.My branch office administrator, Diane Grate, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions.We provide highly personalized service. We use an established process to help you build personalized strategies to help achieve your goals. We want to understand what's important to you. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. We will partner together throughout your life to keep you on track.
Specialities
Retirement Savings Strategies
Retirement Income Strategies
Estate & Legacy Strategies
College Savings
Insurance & Annuities
Business Retirement Plans
Personal Fitness
Traveling
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FAQs
Here are some Frequently Asked Questions about Jana L Shepard
What organization is Jana L Shepard associated with?
Jana L Shepard is associated with Edward Jones.
What is Jana L Shepard’s work email address?
Jana L Shepard’s professional email address is j**********d@e**********.com. You can also email Jana L Shepard by clicking on the contact Jana L Shepard.
What is Jana L Shepard's phone number?
Jana L Shepard's phone number is (636) 300-1607
What is Jana L Shepard's title??
Jana L Shepard is a Financial Advisor.
What is the position of Jana L Shepard in Edward Jones?
Jana L Shepard is the Financial Advisor at Edward Jones.