Jes Lassiter

Helping busy professionals achieve financial freedom.

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

About Jes Lassiter

Jes is a Financial Advisor with expertise in working with professionals, with a strong focus on helping them transform their financial future and achieve their personal financial goals with her unique approach tailored towards personalized strategies for each individual and their families.Her expertise lies in helping individuals identify their primary risks in retirement and structuring a process to help them avoid market downturns while protecting their life savings. Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals? Are you professional working hard to climb up the corporate ladder to provide for you and your family and to achieve your retirement goals?Chances are you are busy fighting fires and dealing with new challenges that come with a corporate management position. Most executives and professionals spend long hours helping their company become successful, but lose sight of their personal financial freedom goals. As a result, they unintentionally end up working more years than they planned before they can retire.Have you thought about the following?If you lost your job today (executives have some of the highest turnover), how much in savings do you have and how does this impact your retirement plan?Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn such as the one from 2008 or the one we have faced this year? Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to?These are some of the many questions that I can help you solve.Avoid being a Top Performer, making high income, but still retiring late due to lack of proper financial planning…If you need help with this, feel free to reach out at instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jan 2020 — Present · Fayetteville, AR, US

Education

  • Illinois State University

    College Student Personnel Administration

    2008 — 2010

  • Barcelona School of Economics

    Finance, General

    2017 — 2018

  • University of Central Arkansas

    Economics

    2004 — 2008

Skills

  • Microsoft Office
  • Customer-Focused Service
  • Public Speaking
  • Management
  • Microsoft Powerpoint
  • Matlab
  • Student Development
  • Symplicity Software
  • Stata Software
  • Propertyboss Software
  • R

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