The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.
Wednesday, July 16
The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.
Presented by: Jon Dahlstrom Principal Edward Jones
Biography:
Edward Jones Principal, Jon Dahlstrom, is responsible for the Service division, which serves and supports clients and branch teams through daily interactions on a wide variety of requests by partnering to understand needs and delivering tailored support for exceptional client experience.
Jon began his Edward Jones career in 1989 as a financial advisor in Spokane, Washington. In 1996, while he and his wife, Wanda, were expecting their third child, they relocated to Custer, S.D., where they lived for nearly 20 years. Jon and Wanda became deeply involved in the community and raised their three children in Custer.
While serving as a financial advisor, Jon completed multiple asset-sharing programs to increase the positive impact Edward Jones has on the lives of individual investors. He also embraced the firm’s rich history of volunteerism by serving in nearly every regional leadership role, including regional leader. He also qualified for eight Managing Partner’s Conferences, the annual event that recognizes the top 400 of the firm’s financial advisors.
In December 2015, Jon relocated to St. Louis headquarters to join Branch and Region Development and lead Area 8. He was named a partner in 2016 and, over the next three years, led multiple areas and guided several area leaders. In 2019, Jon assumed responsibility for leading Edward Jones Trust Company. In March 2022, Jon joined the U.S. segment team co-creating an overall strategy and specific outcomes to consistently deliver a compelling value proposition to clients and branch teams, before assuming his current responsibilities in November 2023.
A native of Rapid City, S.D., Jon graduated from Pacific Lutheran University in Tacoma, Washington, and holds the CFP® professional designation.
