Edward Jones - Financial Advisor: Jonas A Roddenberry, CFP®

Reviews

• AM

  Anne Mlod

  Aug 6, 2025
  5.0
  Jonas Roddenberry is not only a financial advisor, but a Certified Financial Planner (CFP). He has helped us transition to retirement, navigating Medicare, Social Security, and taking IRA distributions. We appreciate his comprehensive approach which looks both short term and long term. He is professional, listens, and explains things so we can understand them. Jonas also lives locally and he and his family are active in the community. We highly recommend Jonas!!
• PM

  Patrick McMahon

  Dec 19, 2024
  5.0
  Think you don’t need an advisor? Think again. You probably don’t have the nerves to ride the coming crash(es) but Jonas does. He has the steady hand needed to guide you safely into retirement. Trust me.
• GM

  Gary Merachnik

  Oct 23, 2023
  5.0
  Jonas is an excellent advisor. His knowledge of investment is extensive and he always provides me with secure options to reach my goals. I enjoy meeting with him a few times a year to ensure we are on track, so I do not need to constantly monitor my investments. I recommend Jonas to my family and friends!
• WD

  William Dunn

  Oct 3, 2023
  5.0
  Jonas has been helpful on several occasions with our financial planning. When choosing a Financial Advisor it is important to select an individual with integrity. Jonas is a family man who gives back to his community, and is an advisor you can trust. He is very knowledgeable on a variety of financial matters, and his recommendations have been spot on. Thank you Jonas !!
• SK

  Shelly Kinner

  Sep 8, 2021
  5.0
  Mr. Roddenberry is extremely helpful in providing me with information and assistance in handling my financial affairs. He is a good listener, which I feel is most important in these matters. I recommend him highly.

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