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Our financial advice team


Jon Yenney Ameriprise Financial Advisor

Jon Yenney

CFP®, CRPC®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Interests

Family, skiing, travel, soccer, history, movies, baseball, community participation

Community participation

  • St. James Episcopal Vestry

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS - Certified Funds Specialist

Education

  • Graduated cum laude with BA in Business from Eastern Washington University