.png)
JEFF EDGE
Growing up working on my Grandpa's small tobacco farm in the summers and working through college, I learned the value of hard work and the rewards that come with it. I also learned that if you're not careful, those rewards can slip away. So, when I became a financial advisor the goal was simple; help people keep and build on the fruits of their labor.
There is a lot of fear, anxiety and guesswork when it comes to investing. I want to help people make sense of it all so they can spend more time on what really matters in their lives. Following a refined process, I get to know my clients, their comfort level with risk and their goals. Then I develop a personalized strategy to help meet those goals, partnering with them throughout their lives helps to insure they stay on track, especially when life throws a curve.
I started my career with Edward Jones in 2006 and received a limited partnership in 2011. Believing that one should never stop learning, I have earned my MBA and obtained multiple designations, including the CFP® certification. My wife, Emily, and I have been raising four awesome kids in Murfreesboro since 2013. We love it here because, even though the town is growing, it still feels like a small town. As a family, we stay involved with our church and schools. You may also run into us at one of the local parks or at the movies. I am also a proud member of the Murfreesboro Lions Club.
Partnering with me to support our clients is Kim Salisbury. She has been with Jones since 2005 and is also a limited partner. She has been in middle Tennessee since 1986 and has raised three great kids. She loves those kids, her dogs and her craft room.
We learn a lot sitting face to face with our clients and enjoy helping them through this process. Nothing makes us prouder than knowing that we made a positive impact in their lives and seeing them enjoy the fruits of their labor.
Growing up working on my Grandpa's small tobacco farm in the summers and working through college, I learned the value of hard work and the rewards that come with it. I also learned that if you're not careful, those rewards can slip away. So, when I became a financial advisor the goal was simple; help people keep and build on the fruits of their labor.
There is a lot of fear, anxiety and guesswork when it comes to investing. I want to help people make sense of it all so they can spend more time on what really matters in their lives. Following a refined process, I get to know my clients, their comfort level with risk and their goals. Then I develop a personalized strategy to help meet those goals, partnering with them throughout their lives helps to insure they stay on track, especially when life throws a curve.
I started my career with Edward Jones in 2006 and received a limited partnership in 2011. Believing that one should never stop learning, I have earned my MBA and obtained multiple designations, including the CFP® certification. My wife, Emily, and I have been raising four awesome kids in Murfreesboro since 2013. We love it here because, even though the town is growing, it still feels like a small town. As a family, we stay involved with our church and schools. You may also run into us at one of the local parks or at the movies. I am also a proud member of the Murfreesboro Lions Club.
Partnering with me to support our clients is Kim Salisbury. She has been with Jones since 2005 and is also a limited partner. She has been in middle Tennessee since 1986 and has raised three great kids. She loves those kids, her dogs and her craft room.
We learn a lot sitting face to face with our clients and enjoy helping them through this process. Nothing makes us prouder than knowing that we made a positive impact in their lives and seeing them enjoy the fruits of their labor.
, hs_object_source_label=IMPORT, url_slug=jeffery-edge, lname=Edge, hs_object_source_id=39132544, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202023/EDGE-JEFF-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1696002160115, hs_was_imported=true, state=Tennessee, id=9102701079, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jeffery Edge, email=jeff.edge@edwardjones.com, associated_contact_record_id=23764851, website=https://www.edwardjones.com/us-en/financial-advisor/jeff-edge, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202023/5721_Edge_CEPA-Certificate-2023-September.pdf, is_editable=editable, url_slug_2=jeffery-edge, impersonate_user_url=https://exit-planning-institute.org/member-detail/jeffery-edge?impersonation=true, full_name=Jeffery Edge, hs_lastmodifieddate=1745439798746, phone=(615) 605-6077, company_name=Edward jones, hs_object_id=9102701079, name=Jeff, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=48998728, postal_code=37130, hs_updated_by_user_id=24475105, status=Published}- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/jeff-edge - Phone: (615) 605-6077
- City: Murfreesboro
- State: Tennessee
- Postal Code: 37130
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward jones
JEFF EDGE

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
