John Havelka

Background

About John Havelka

I work with families and individuals who want to live life and a create a meaningful legacy with actionable and solid wealth strategies. We focus on wealth preservation strategies, helping with tax mitigation with the guidance of the client's tax professional, facilitate tax advantaged ways to pass on assets to loved ones and help you make meaningful gifts to charity. I use an established process to understand what is important, overcome complexity and build personal strategies to achieve what fulfils you. I am a 15 plus-year veteran in financial services and have been with Edward Jones since 2010. I have my BS from St John's University in Collegeville and an MBA from the University of St. Thomas. I am a Certified Financial Planner®. Prior to joining Edward Jones I worked in our family business. At Edward Jones, we work with many of the premier financial companies in the US to meet our clients’ needs. Edward Jones has over 5,900 employees in our home office that support my business. Most importantly, relationships are key, and in our view, partnering together builds strong relationships that helps everyone achieve more. We work with a network of professional advisors that will manage your advanced strategies. I am a lifelong resident of Owatonna. My wife, Amy Jo and I have four children. Eli, Abe, Solomon and Kate. When I am not in the office, I like to volunteer, spend time with my family and friends, cook, travel and enjoy activities on and around Big Sandy For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see