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
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
Financial Advisor
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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