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Jon R

CFP®, Series 66

Highlands Ranch, CO

Edward Jones

Jon Rager is a CFP®-designated financial advisor with Edward Jones, based in Highlands Ranch, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an adjunct instructor at Arapahoe Community College, teaching non-credit night courses on topics such as technology, business, and accounting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Liquidity event planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Executive Established Professionals
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Jenna B

Series 63, Series 65

Highlands Ranch, CO

Edward Jones

Jenna Berry is a financial advisor at Edward Jones with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank for five years. 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 over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Entertainment Industry LGBTQIA Women Professionals
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