Jonathan Klestinski Email & Phone Number
Chief Strategy Officer (CSO) - Edward Jones Trust Company @ Edward Jones
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Jonathan Klestinski Location
- Saint Charles, MO, US
Jonathan Klestinski Work
- 2022 - now Chief Strategy Officer (CSO) - Edward Jones Trust Company @
- 2019 - 2022 Team Leader - Client Consultation Group @
- 2017 - 2022 Senior Wealth Strategist @
- 2015 - 2017 Annuity Product Leader @
- 2014 - 2015 Senior Product Specialist @
- 2006 - 2014 Senior Trust Officer @
Jonathan Klestinski Education
- Southern Illinois University, Edwardsville
Bachelor of Science in Business Administration (Economics)
2000 - 2003 - Southern Illinois University Edwardsville
Jonathan Klestinski Skills
- Estate Administration
- Estate Planning
- Revocable Trusts
- Wealth Management
- Taxation of Trusts
- Trust Services
- Trust Management
- Trusts
- Charitable Trusts
- Certified Trust and Financial Advisor Ctfa
- Estate Tax Planning
- Investment Advisory
- Financial Services
- Wealth
- Retirement Planning
- Securities
- Special Needs Trusts
- Financial Planning
- Wealth Management Services
- Series 7
- Certified Trust and Financial Advisor
Jonathan Klestinski Summary
- Jonathan Klestinski, based in Saint Charles, MO, US, is currently a Chief Strategy Officer (CSO) - Edward Jones Trust Company at Edward Jones. Jonathan Klestinski brings experience from previous roles at Edward Jones. Jonathan Klestinski holds a 2000 - 2003 Bachelor of Science in Business Administration in Economics @ Southern Illinois University, Edwardsville. With a robust skill set that includes Estate Administration, Estate Planning, Revocable Trusts, Wealth Management, Taxation of Trusts and more. Jonathan Klestinski has 3 emails and 2 mobile phone numbers on RocketReach.
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