Edward Jones - JR Frakes

About

As a Financial Advisor, they help individuals and families build, protect, and preserve their wealth through personalized financial strategies designed around their goals, values, and stage of life. Services include comprehensive financial planning, investment management, retirement and Social Security strategies, risk management, Roth conversion analysis, and tax- and estate-planning coordination.

By working closely with clients and collaborating with trusted professionals such as CPAs, attorneys, insurance professionals, and other local experts, they help create a coordinated approach to each client’s financial future. Regular reviews and ongoing guidance help clients navigate life changes, market conditions, and important financial decisions with confidence.

Born and raised locally, they are also deeply invested in the community, serving on three local nonprofit boards and making volunteerism an important part of their work and life.