Organization: Edward Jones – Financial Advisor: Jonathan Glaser AAMS™

Industry: Social Services

Edward Jones – Financial Advisor: Jonathan Glaser AAMS™ offers personalized financial strategies with a strong commitment to helping community members achieve long-term financial well-being. Though Edward Jones is a nationwide financial services firm, Jonathan Glaser’s practice brings a community-focused approach to wealth management, with a dedication to building lasting relationships with individuals and families in the local area. Within the social services industry, Glaser prioritizes financial education, retirement planning, and preparing families for life events with compassion and clarity.

As an Accredited Asset Management Specialist™ (AAMS™), Jonathan Glaser provides specialized knowledge to help clients make informed choices, especially those going through significant life transitions. His services are especially helpful for seniors, caregivers, and individuals navigating major social and financial changes. With a client-first approach, this practice is aligned with Edward Jones’ mission to serve ethically, transparently, and with care. Community involvement and personalized service distinguish this office as a trusted local resource for financial guidance tied to social well-being.

Key Services:

– Personalized financial planning and strategy
– Retirement income and savings guidance
– College savings and education planning
– Estate and legacy planning consultations
– Investment management with risk-focused recommendations
– Support for caregiving and life transitions
– Community-based financial education resources and workshops