Edward D. Jones Sr. founded the firm in 1922 in St. Louis, Mo. Listed 7th on Fortune’s 2020 100 Best Companies to Work For by Great Place to Work & Fortune magazine, the firm serves just one client: The serious, long-term individual investor.
What strategy do you take with my/our money?
Our strategy is respective to every individual situation. We’ll understand your risk tolerance and what’s important to you, then implement your personalized investment strategy. The investment mix in your portfolio is based on where you are today, and where you want to be in the future.
Which products and services do you offer, and where do your clients come from?
Edward Jones and branch teams like mine offer a multitude of investment services. From portfolio management to IRAs, multiple types of life insurance, and assisting with your estate plan, we’ll help you manage your financial foundation. My clients are individuals, families and business owners who are committed to reaching their goals.
What makes you different than other advisors?
Our strategic practices have always centered around the individual investor and set our firm apart, but I also share my personal story with clients. Why? Because I value our relationship deeply. My clients aren’t “like family,” they ARE family. Your story is important, and I want to help you publish it.
I’m scared about the markets because of the coronavirus and international instability. What am I supposed to do?
The ups and downs are likely to continue as the situation evolves. While the market seems to be changing rapidly, your financial goals likely aren’t. Times of fear and volatility in the markets have historically presented opportunities for investors who leverage the advantage of time and a longer-term perspective.
I’ve handled my own investments for a long time, and I’m ready to take a step back. Can you help?
Of course! Our team is focused on deeply serving you, and we’re excited about the success you’ve had thus far! Our personalized strategies will help you transition into enjoying the fruits of your labor. We’ll stay in-touch regularly and welcome your partnership as we work together. Consultations are free.
3420 John F Kennedy Blvd. • North Little Rock • 501-812-4663