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Jerry W Koontz Jr
Financial Advisor
Edward Jones - Warsaw,IN
My Edward Jones story, in a way, started on the day my wife, Maxin, and I moved to Warsaw. We had been placed here by my previous employer as yet another stop in a career that required frequent relocation for advancement. Although Maxin and...... Show More
Location & Business Hours
Business Hours
Tues
8:30 AM to 4:30 PM
Wed
8:30 AM to 4:30 PM
Thu
8:30 AM to 4:30 PM
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Reviews from Web
Jerry W Koontz Jr has received a review with 5 star rating from Jason Dorsett
Jerry W Koontz Jr has received a review with 5 star rating from Lynn Banks
This guy will really go to work for you!
I am a very conscientious (read high maintenance) case when it comes to investing. However, none of that has seemed to faze Jerry, and in some weird way I think he likes the challenge. I just really appreciate...
I am a very conscientious (read high maintenance) case when it comes to investing. However, none of that has seemed to faze Jerry, and in some weird way I think he likes the challenge. I just really appreciate...
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About
My Edward Jones story, in a way, started on the day my wife, Maxin, and I moved to Warsaw. We had been placed here by my previous employer as yet another stop in a career that required frequent relocation for advancement. Although Maxin and I grew up in Elkhart, my father-in-law grew up in Warsaw. We have family here. After our fourth relocation in 12 years, Warsaw was the closest to family we had been and started to feel like 'home'. We frequently pass the house her dad grew up in and the streets he rode his bike as a kid. Our sons have gone to Madison, Edgewood, and have created fantastic memories at Warsaw Community High School. We desired to stay in Warsaw, giving our children lifetime memories of friends and a hometown, but we knew it would require a career change. As a result, I joined Edward Jones, which gave us the ability to stay here and the opportunity to earn my Series 7 and Series 66 registrations and my insurance licenses. Edward Jones has provided me the resources and flexibility to pursue and earn the CERTIFIED FINANCIAL PLANNER® certification and Accredited Asset Management Specialist™ designation. I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families in our community.As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. We can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Specialities
Spending Time with Family
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Outdoor Enthusiast
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portfolio reviews
retirement savings strategies
business retirement plans
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FAQs
Here are some Frequently Asked Questions about Jerry W Koontz Jr
What organization is Jerry W Koontz Jr associated with?
Jerry W Koontz Jr is associated with Edward Jones.
What is Jerry W Koontz Jr’s work email address?
Jerry W Koontz Jr’s professional email address is j**********z@e**********.com. You can also email Jerry W Koontz Jr by clicking on the contact Jerry W Koontz Jr.
Where is Jerry W Koontz Jr based out of?
Jerry W Koontz Jr’s primary location is Warsaw, IN.
What is Jerry W Koontz Jr's phone number?
Jerry W Koontz Jr's phone number is (574) 267-4093
What is Jerry W Koontz Jr's title??
Jerry W Koontz Jr is a Financial Advisor.
