Jay Ennis
Financial Advisor
515-279-5867 jennis@focusfinancial.com
HELPING PEOPLE MAKE GREAT DECISIONS ABOUT THEIR FINANCES
What I do
I develop holistic, hassle-free long-term plans with the goal of turning hard-earned incomes into well-deserved outcomes. I focus on serving young adults, families, pre-retirees, retirees, women, school district employees, and federal employees. I have over 30 years of experience and I'm committed to financial education for employees and raising financial literacy.
What You can expect
- I will take the time to get to know you
- I will use straight-forward language you can understand
- I will do my best to make your experience comfortable, easy and effective
- I will work to create real-life strategies for your unique goals
- I will explain and guide you through your options
- I will be accessible to you and easy to work with
- I will provide you with proactive service to help you gain greater confidence with your money
Supported by Teams and Resources
I've developed the relationships necessary to take care of my clients. I have a number of different resources available to me including advanced planning professionals, insurance specialists, advanced technologies, services and the operational support they provide.
FOCUS FINANCIAL - Committed to providing the best client-oriented, independent financial advice. Being a part of Focus Financial means I have access to a network of over 100 advisors who specialize in various areas of financial planning with whom I'm able to collaborate.
OSAIC WEALTH - One of the largest networks of independent wealth management firms in the United States with more than 10,000 financial professionals. Advanced planning specialists for sophisticated financial planning scenarios and high net worth clients.
Education and Designations
- University of Iowa, Bachelor’s Degree, Communication Studies
- RICP® – Retirement Income Certified Professional®
- ChFC® – Chartered Financial Consultant®
- CASL® – Chartered Advisor for Senior Living®
- ChFEBCSM – Chartered Federal Employee Benefit ConsultantSM
Contact me directly for more details on how I may be able to help you with your specific needs by CLICKING HERE