Your investing needs are as unique as you, probably with many long-term goals and even more day-to-day financial demands. So where do you start?
Edward Jones can help. A financial advisor will meet with you face to face to talk about where you stand now and what your needs are. That way, we can understand what you're trying to achieve and help you get there
| General Information |
| Name of Broker/Dealer: | Edward Jones |
| States Licensed in: | WA, OR, CA, AK, AZ, HI, ID, FL, ME, NC, NJ, NV, SD, TX, VA, WY |
| Number of Years with Current Firm: | 2 |
| I work with the following types of clients: | Businesses , Individual Investors , Non-Profit Organizations |
| Services |
| Investment Types: | Annuities , Mutual Funds , Bonds , Stocks , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI) |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability , Annuity , Variable Life , Long Term Care , Life , Variable Annuity |
| Non-Financial Organization Memberships: | Gateway Rotary Club |
| Firm Information |
| Number of Advisors in Office: | Up to 10 employees |
| I work with clients as part of a team: | Yes |
| Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
| Compensation & Fees |
| Fee Structure: | I am a fee-based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Commissions , Flat Fee |
New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your
pocket? Does it matter how you pay for your family's everyday purchases -
with cash, credit/debit card or personal check? In fact, the way you choose
to pay in stores and restaurants may be costing you (and the local stores
you shop in) thousands of dollars a year.
more
Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll
feel really independent. And, accordingly, the rest of the world starts
treating them like adults too, from the expectations of college
professors to the credit card offers that will start flooding in. And
just as it's important to study hard for a major, it's essential to
learn what are the real benefits and repercussions of having a credit
card.
more
Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but
the reality is that many women still heavily rely on men to handle
their finances. Now is the time for women to break out of the
traditional role and take action to gain financial independence.
more