Edward Jones, Jolyn Bauer, CFP

Company Description:

Edward Jones is a full service financial firm offering financial planning, investment advise and insurance services. We support you as a neighbor you know and trust while delivering the industry leading expertise and the advanced technology you'd expect from a Fortune 500 company. As a firm we are committed to a long-term philosophy and bring you time-tested advice to create the future you see for yourself and those around you.

About Jolyn Bauer, CFP®
I grew up in the Midwest with classic Midwestern values. My parents always taught me to treat others the way you want to be treated and to be upfront and honest. This is how I built my Edward Jones business and what I expect from myself, my clients and my team.

Both of my parents worked full time and earned modest incomes, and I witnessed the stress of finances and the importance of having clear goals. That experience shaped my career-long mission as a financial advisor: to help my clients live their ideal financial lives without undue stress.

I am honored to serve a group of clients who all enjoy and appreciate my work and dedication. I advise a select group of families which allows me to know them on a deeper level and serve them more completely. Together, we establish unique financial strategies to help accomplish their goals. Although not required by my firm, I’ve chosen to earn my CFP® certification.

I have also had the opportunity to serve in leadership with Edward Jones. In the past, I have served as a women’s inclusion specialist, which allowed me to mentor other women in the financial field. Currently, I serve as a mentor to newer financial advisors entering the field.

In my free time, I enjoy sewing, reading and traveling with my family. I attended Oklahoma Christian University and graduated with honors in 2000. During college, I spent a semester in Vienna Austria and did mission trips in Japan and South America. After college, I taught English in Japan for a year then came home to build my life in Oklahoma.

Currently, my most important roles are those of a wife and mother. I have been married to my husband, Corey, for over 20 years and we have two teenage daughters, Mary Kaitlyn and Ellie. My husband is Director of National Sales for 32 Winds Winery in Healdsburg, California.

My branch office administrator, Lisa Masters, is from Oklahoma City. She’s dedicated to providing clients with the highest level of service possible. Lisa and her husband, Rick, reside in Edmond, Oklahoma, with their youngest son, Michael, and two rescue dogs, Henry and Buddy.

Contact our office today to learn more. We look forward to hearing from you about how we can help you achieve your financial goals!

Show Specials:

No cost consultation.

New Products

Financial Planning, Insurance Products, Investment Advice

Certifications & Awards

CFP®

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