Edward Jones - Financial Advisor: Jeff Davids, CEPA®|AAMS®
Why pick this one
Jeff Davids holds CEPA® and AAMS® certifications and focuses on retirement strategies, entrepreneurs, business owners, and LGBTQ+ finances.
Best for
- entrepreneurs and business owners seeking financial guidance
- business owners considering exit planning
- retirement savings strategies
- business retirement plans
- LGBTQ+ financial planning
- clients investing $100,000 or more
Look elsewhere if
- investment needs below $100,000
- clients seeking emergency financial services
Specialties
- retirement savings strategies
- LGBTQ+ finances
- entrepreneur and business-owner finances
- wealth strategies
- business retirement plans
- retail professional finances
Certifications
- Certified Exit Planning Advisor® (CEPA®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Accepting new clients with $100,000 or more
- Focus on entrepreneurs and business owners
- Focus on LGBTQ+ finances
- Focus on business retirement plans
- Offers web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 3809 Forrestgate Dr, Suite B, Winston Salem, NC 27103
- Phone
- 3369681160
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jeff.davids@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- business retirement planning
- investment account opening
- financial strategy reviews