Jerry Ponzio, Cfp®, Cepa®

Jerry Ponzio, Cfp®, Cepa® Email and Phone Number

Financial Advisor at Edward Jones @
Jerry Ponzio, Cfp®, Cepa®'s Location
Dallas-Fort Worth Metroplex, United States
Jerry Ponzio, Cfp®, Cepa®'s Contact Details

Jerry Ponzio, Cfp®, Cepa® work email

Jerry Ponzio, Cfp®, Cepa® personal email

Jerry Ponzio, Cfp®, Cepa® phone numbers

About Jerry Ponzio, Cfp®, Cepa®

Financial Advisor at Edward Jones dedicated to helping secure the financial future of my clients. Working with well established Frisco professionals (CPA, estate attorney, life insurance specialist, business retirement specialist, etc) I first take the time to evaluate your situation as an individual investor, family, or business owner before any money is invested. This up-front effort and comprehensive approach is critical to the proper management of my clients long-term financial plan./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Jerry Ponzio, Cfp®, Cepa®'s Current Company Details
Edward Jones

Edward Jones

Financial Advisor at Edward Jones
Jerry Ponzio, Cfp®, Cepa® Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2011 - Present
    Frisco, Tx
    Working closely with a team of professionals to help develop, execute, and maintain wealth management and financial strategies for businesses and individual investors. Evaluates client needs based upon time horizon, investment risk tolerance, and financial goals. Balances financial strategies to help accomplish client goals both in the short and long term. Based on the clients preference, constructs the investment portfolios utilizing transaction or fee based accounts. Offers full service… Show more Working closely with a team of professionals to help develop, execute, and maintain wealth management and financial strategies for businesses and individual investors. Evaluates client needs based upon time horizon, investment risk tolerance, and financial goals. Balances financial strategies to help accomplish client goals both in the short and long term. Based on the clients preference, constructs the investment portfolios utilizing transaction or fee based accounts. Offers full service brokerage strategies including investments (mutual funds, stocks, bonds), banking services, personal credit, debt management, life and disability insurance, long-term care insurance, business retirement plans (401k, SEP, SIMPLE), and estate/legacy strategies. Show less
  • Nokia Networks
    Senior R&D Program Manager
    Nokia Networks Feb 2007 - Nov 2010
    Irving, Tx
    View
  • Nokia
    R&D Program Manager
    Nokia Oct 2004 - Nov 2007
    Irving, Tx
    View
  • Nokia
    R&D Product Engineer
    Nokia Feb 1997 - Oct 2004
    Irving, Tx
    View
  • Globecomm Systems Inc.
    R&D Product Engineer
    Globecomm Systems Inc. Feb 1996 - Feb 1997
    Hauppauge, Ny
    View
  • Nortel Networks
    Captive Office Engineer
    Nortel Networks Jun 1995 - Feb 1996
    Richardson, Tx
    View

Jerry Ponzio, Cfp®, Cepa® Skills

Retirement Planning Estate Considerations 401k Options 401ks Roth Ira Traditional Ira Life Insurance Long Term Care Insurance Annuities Bonds

Jerry Ponzio, Cfp®, Cepa® Education Details

  • The University Of Dallas
    The University Of Dallas
    Finance
  • Rensselaer Polytechnic Institute
    Rensselaer Polytechnic Institute
    Electrical And Electronics Engineering
  • Archbishop Stepinac High School
    Archbishop Stepinac High School

Frequently Asked Questions about Jerry Ponzio, Cfp®, Cepa®

What company does Jerry Ponzio, Cfp®, Cepa® work for?

Jerry Ponzio, Cfp®, Cepa® works for Edward Jones

What is Jerry Ponzio, Cfp®, Cepa®'s role at the current company?

Jerry Ponzio, Cfp®, Cepa®'s current role is Financial Advisor at Edward Jones.

What is Jerry Ponzio, Cfp®, Cepa®'s email address?

Jerry Ponzio, Cfp®, Cepa®'s email address is je****@****ail.com

What is Jerry Ponzio, Cfp®, Cepa®'s direct phone number?

Jerry Ponzio, Cfp®, Cepa®'s direct phone number is +121499*****

What schools did Jerry Ponzio, Cfp®, Cepa® attend?

Jerry Ponzio, Cfp®, Cepa® attended The University Of Dallas, Rensselaer Polytechnic Institute, Archbishop Stepinac High School.

What skills is Jerry Ponzio, Cfp®, Cepa® known for?

Jerry Ponzio, Cfp®, Cepa® has skills like Retirement Planning, Estate Considerations, 401k Options, 401ks, Roth Ira, Traditional Ira, Life Insurance, Long Term Care Insurance, Annuities, Bonds.

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