Financial Advisor
Current
Mar 2024 - Present
AeroLeads people directory · profile
Jessi Schaefer Email & Phone Number
Financial Advisor
at
Edward Jones
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Knoxville, Tennessee, United States
Company size
Who is Jessi Schaefer? Overview
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Quick answer
Jessi Schaefer is listed as Financial Advisor at Edward Jones, a company with 35357 employees, based in Knoxville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Jessi Schaefer.
Jessi Schaefer previously worked as Associate at Edward Jones and Small Business Owner at Money Wellness, Llc. Jessi Schaefer holds Certified Financial Planner™ Certification Education Program, Financial Planner from James Madison University.
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Edward Jones
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Profile bio
About Jessi Schaefer
/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Current workplace
Jessi Schaefer's current company
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Edward Jones
8 roles
Jessi Schaefer work experience
A career timeline built from the work history available for this profile.
Associate
Nov 2023 - Mar 2024
Small Business Owner
Money Wellness, Llc
Provided personal financial planning services and financial coaching.
Jun 2022 - Feb 2024
Director, Defense Financial Management And Comptroller School
Led the Department of Defense's premier financial management academic institution, supervising a joint military and civilian staff including Department of the Air Force, United States Army, Department of the Navy, and Department of Defense personnel. Provided mid and senior level continuing professional education and job competency accreditation to more.
Jul 2019 - Jun 2021
Joint Chief Financial Officer And Comptroller Squadron Commander
Commanded Air Forces' largest Comptroller Squadron, 450+ people across three geographical locations at the Department of Defense's largest Joint Base. Led $12 Billion payroll services. Managed $173 Million cash operation supporting 448,000 people across 101 countries. Chief Financial Officer for $10 Billion accounting database, 70,000 accounts resourcing.
Jul 2016 - Jul 2019
Branch Chief, Air Force Budget Programs And Integration
Led diverse team in integration of Department of the Air Force budget submission to Congress. Integrated, submitted and defended the Air Force's $130+ Billion annual budget. Developed and guided implementation for Secretary of the Air Force and Chief of Staff of the Air Force's communication strategy in informing public and the Congress on Department.
Jun 2014 - Jun 2016
Selective Joint & International Officer Leadership Development Program
Marine Corps University Command And Staff College
Studied graduate level national security content intermixed with critical thinking, innovative problem solving, and ethical leadership applications. Education prepared program attendees to serve as commanders and staff officers with joint, interagency, intergovernmental and multinational organizations confronting complex and uncertain security environments.
Jul 2013 - Jun 2014
Various United States Military Financial Management Positions
Led various financial management teams and organizations in fast-paced, dynamic environments. Responsibilities included payroll, Treasury disbursing, accounts payable, budgeting, and congressional liaison services.
Apr 2001 - Jul 2013
Team & coworkers
Colleagues at Edward Jones
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
AG
Adam Gramze
Colleague at Edward Jones
Chandler, Arizona, United States, United States
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RS
Robbie Sipes, Cfp®
Colleague at Edward Jones
Greater Clarksville Area, United States
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JS
Jessica Stoll
Colleague at Edward Jones
Greater Milwaukee, United States
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KH
Kenya. Holley
Colleague at Edward Jones
Stow, Ohio, United States, United States
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JM
John Marist
Colleague at Edward Jones
Cranbury, New Jersey, United States, United States
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KT
Katie Taylor
Colleague at Edward Jones
Knoxville, Tennessee, United States, United States
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BK
Brenda Knowis
Colleague at Edward Jones
Dayton, Ohio, United States, United States
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CG
Chantal Garcia
Colleague at Edward Jones
Tehachapi, California, United States, United States
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JF
Jennifer Flenz, Mba
Colleague at Edward Jones
Neenah, Wisconsin, United States, United States
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AS
Anna Schmitz
Colleague at Edward Jones
Fargo-Moorhead, United States
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Adam Gramze
Colleague at Edward Jones
Chandler, Arizona, United States, United States
View →
RS
Robbie Sipes, Cfp®
Colleague at Edward Jones
Greater Clarksville Area, United States
View →
JS
Jessica Stoll
Colleague at Edward Jones
Greater Milwaukee, United States
View →
KH
Kenya. Holley
Colleague at Edward Jones
Stow, Ohio, United States, United States
View →
JM
John Marist
Colleague at Edward Jones
Cranbury, New Jersey, United States, United States
View →
KT
Katie Taylor
Colleague at Edward Jones
Knoxville, Tennessee, United States, United States
View →
BK
Brenda Knowis
Colleague at Edward Jones
Dayton, Ohio, United States, United States
View →
CG
Chantal Garcia
Colleague at Edward Jones
Tehachapi, California, United States, United States
View →
JF
Jennifer Flenz, Mba
Colleague at Edward Jones
Neenah, Wisconsin, United States, United States
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AS
Anna Schmitz
Colleague at Edward Jones
Fargo-Moorhead, United States
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5 education records
Jessi Schaefer education
Certified Financial Planner™ Certification Education Program, Financial Planner
Command And Staff College, Military Operational Art And Science/Studies
Air Command And Staff College, Military Operational Art And Science/Studies
Master Of Arts (M.A.), Finance And Financial Management Services
Bachelor Of Science - Bs, Business Management
FAQ
Frequently asked questions about Jessi Schaefer
Quick answers generated from the profile data available on this page.
What company does Jessi Schaefer work for?
Jessi Schaefer works for Edward Jones.
What is Jessi Schaefer's role at Edward Jones?
Jessi Schaefer is listed as Financial Advisor at Edward Jones.
Where is Jessi Schaefer based?
Jessi Schaefer is based in Knoxville, Tennessee, United States while working with Edward Jones.
What companies has Jessi Schaefer worked for?
Jessi Schaefer has worked for Edward Jones, Money Wellness, Llc, United States Air Force, Marine Corps University Command And Staff College, and United States Department Of Defense.
Who are Jessi Schaefer's colleagues at Edward Jones?
Jessi Schaefer's colleagues at Edward Jones include Adam Gramze, Robbie Sipes, Cfp®, Jessica Stoll, Kenya. Holley, and John Marist.
How can I contact Jessi Schaefer?
You can use AeroLeads to view verified contact signals for Jessi Schaefer at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Jessi Schaefer attend?
Jessi Schaefer holds Certified Financial Planner™ Certification Education Program, Financial Planner from James Madison University.
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