Hornor, Townsend & Kent
31yrs
Top advisor by experience in Poquoson
11yrs
Jonathan Epler
Financial advisor at Edward Jones
Based in Poquoson, Virginia, Jonathan Epler is a fiduciary financial advisor with 11 years of industry experience. Jonathan joined Edward Jones in 2017, after a year at Ameriprise Financial Services. Jonathan holds the CFP® designation.
One of 8 advisors with offices in Poquoson, and one of 8 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 54% of advisors at Edward Jones
Office374 Wythe Creek Rd Suite C, Poquoson, VA 23662
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowEdward JonesCurrent firm
- May 2016 – Jan 2017Ameriprise Financial Services, LLCPreviously
Contact Jonathan
Local office(757) 854-9231Ask for Jonathan. (314) 515-2000Main office · St. Louis, MO 374 Wythe Creek Rd Suite CPoquoson, VA 23662Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (757) 854-9231 or the Edward Jones main office at (314) 515-2000, and ask for Jonathan Epler.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2015, about 11 years. More experience than 54% of advisors at Edward Jones.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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