Ashley Jager

Financial Advisor | Retirement Savings & Income Strategies | Estate & Legacy Strategies | Wealth Strategies | 401(k) Plans | Education Planning

Role
Financial Advisor at Edward Jones
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ashley Jager

My position as a financial advisor allows me the privilege of so much more than simply evaluating investment strategies or balancing portfolios. It grants me the opportunity to become a trusted partner in my clients\' most significant life moments, guiding them toward their aspirations, and ultimately, helping to shape their financial legacies.Prior to joining Edward Jones in 2020, I spent nearly 12 years working in corporate America, and I loved it. The experiences I had leading customer support teams, marketing communications and supporting strategic planning initiatives were thrilling and the people I worked with were brilliant. But what I love more than all of that is what I do now – and that is helping people like you with education savings, retirement planning and everything in-between.Our branch team consists of myself and office administrator, Stacey Kettner. With over 13 years at Edward Jones, Stacey brings a wealth of experience to our team. I am also grateful to my father, whose dedication and service at Edward Jones inspired me to follow in his footsteps. Continuing his legacy, I\'m committed to serving our community by providing knowledge and tools to empower others toward financial success.My husband, Patrick, and I live in Greater Minneapolis-St. Paul Area with our three children. We enjoy traveling, trying new restaurants and enjoy a good cup of coffee! I am a firm believer that life is what you make of it and to have all the fun you can along the way. Ashley Jager, CFP®The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Nov 2020 — Present

Education

  • University of Minnesota Morris

    Bachelors of Arts, Business Management; Communication, Media and Rhetoric; International Studies Minor

    2006 — 2010

  • Concordia University-St. Paul

    MBA - Master of Business Administration

    2012 — 2014

Skills

  • Strategic Planning
  • Forecasting
  • Business Development
  • Cross-Functional Team Leadership
  • Leadership
  • Business Strategy
  • Business Planning
  • Marketing
  • Process Improvement
  • Project Management
  • Sales
  • Risk Management
  • Microsoft Office
  • Continuous Improvement
  • Powerpoint
  • Account Management
  • Communication
  • Analysis
  • Integration Planning
  • Business Process Improvement

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Ashley Jager — Financial Advisor at Edward Jones in Minneapolis, MN, US | Unifers