Edward Jones - Financial Advisor: Jon Zeller, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jon Zeller is a financial advisor based in Paso Robles, California, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Jon believes in the importance of face-to-face conversations to understand clients' financial goals and provide tailored advice. His practice is dedicated to helping individuals and families navigate their financial journeys and achieve long-term success.

Reviews

Location

Business Information