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
- Chief Strategy Officer (CSO) - Edward Jones Trust Company @ (September 2022 - Present)
- Team Leader - Client Consultation Group @ (April 2019 - September 2022)
- Senior Wealth Strategist @ (November 2017 - September 2022)
- Annuity Product Leader @ (November 2015 - November 2017)
- Senior Product Specialist @ (June 2014 - November 2015)
- Senior Trust Officer @ (October 2006 - June 2014)
Jonathan Klestinski Education
- Southern Illinois University Edwardsville
Bachelor of Science in Business Administration (Economics)
2000-2003 - Southern Illinois University Edwardsville
Master of Business Administration (M.B.A.)
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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