Edward Jones - Financial Advisor: Jon Spillman, CFP®|AAMS®|RLP®
Why pick this one
Jon Spillman provides financial advisory consultations in Greensboro and holds CFP® and RLP® certifications.
Best for
- reviewing a current financial strategy
- opening an investment account
- planning for a major financial event
- an introductory financial consultation
Specialties
- financial strategy review
- investment account opening
- financial planning for major financial events
Certifications
- CFP® (CERTIFIED FINANCIAL PLANNER®)
- RLP® (Registered Life Planner®)
What makes them different
- Jon Spillman holds CFP® and RLP® certifications
- Office located at 1202 West Friendly Avenue in Greensboro, NC
- Consultation intake includes investment ranges from less than $250K to $1MM+
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 1202 West Friendly Avenue, Greensboro, NC 27403
- Phone
- 3363351111
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jon.spillman@edwardjones.com
Services
- financial advisory consultations
- financial strategy consultations
- investment account services