Put simply, we go to work for you – day in and day out.
Not only do we address your investment, wealth management, and retirement planning needs, but we are keen on educating you through periodic economic and market information and communication, including booklets, e-mails, client events, and more. We continually strive to improve every aspect of our practice for our clients and evolve in delivering a personalized experience.
How Do We Do This?
We have developed a system designed to prevent clients from being left behind or ignored. It’s a plan that helps us ensure our clients are contacted either by phone, mail, e-mail, or in-person meeting every three months. We have a checklist that is periodically reviewed to ensure our clients are receiving the guidance and service they have requested from the first day they decided to work with us.
Jungberg Ketterbaugh Wealth Advisory Group
Jason D. Jungberg, AAMS
Senior Vice President/Investments
Jason began his investment industry career in 2001 and joined Stifel in 2019. Prior to joining Stifel, he gained considerable experience and knowledge working for A.G. Edwards and continuing with Wells Fargo Advisors.
Jason holds client service, trust, loyalty, and accountability as essential components to the success of his practice. His mission is to build long-term relationships with his clients by addressing their complex situations through personalized, holistic wealth management plans. Having attained the Accredited Asset Management Specialist℠ designation, he has received specialized training in wealth management and risk mitigation strategies, tax-advantaged investment strategies, and estate planning issues.
Jason previously served as interim president of United in Pink, a non-profit supporting women with breast cancer. He earned a B.B.A. in Finance from Mercer University and holds Series 7, 63, and 65 securities licenses.
Michael C. Ketterbaugh
Senior Vice President/Investments
Mike began his investment industry career in 1994 and joined Stifel in 2019. At different points throughout his career, he has served as a financial advisor, Branch Manager, Senior Vice President/Investments, and Complex Branch Manager of more than six offices and 90-plus financial advisors and staff.
Mike has helped his clients navigate a variety of economic cycles. Given his extensive experience, he has often become his clients’ primary financial resource throughout their retirement years. He is also the person for his staff to turn to for guidance and strategies. He develops long-term relationships with his clients and financial advisors alike through his passionate work ethic, honesty, and integrity.
Mike has served as board chair of the Macon Rescue Mission, MedCen, Hospice Calloway Society, and Jay’s Hope. He is an Eagle Scout and enjoys supporting others in their pursuit of that level. Mike is a member of Idle Hour Country Club and a graduate of Georgia College & State University.
Mike and his wife, Carole, are long-time residents of Macon. In their spare time, they enjoy traveling, especially to Charleston, South Carolina, and Montana. Mike also enjoys learning about southern history, fishing, and upland bird hunting.
Christina Morris
Client Service Associate