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Jeffrey J

Series 63, Series 66

Eagle, ID

Edward Jones

Jeffrey Jenkins is a financial advisor at Edward Jones in Eagle, Idaho, with seven years of industry experience. He previously worked at Farmers Financial Solutions LLC and Farmers Insurance, and he holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Family Business Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner
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Jon W

CFP®, ChFC®, Series 63

Eagle, ID

Edward Jones

Jon Whited is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at State Farm Investment Management and State Farm VP Management Corp. In addition to his advisory role, he owns and operates an insurance agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a broad range of advisory strategies and affiliated investment products.

Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Doctor or Medical Professional Founder/Business Owner Approaching retirement Widow/Widower
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