Edward Jones - Financial Advisor: Jonathan L Proffitt
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jonathan L Proffitt serves clients with $10,000,000 plus and holds the CEPA® Certified Exit Planning Advisor® certification.
Best for
- Entrepreneurs and business owners planning an exit
- Corporate executives with employee stock options
- Businesses establishing retirement plans
- Clients needing estate, legacy, or inheritance guidance
- Clients with $10,000,000 plus
Look elsewhere if
- Prospective clients with less than $10,000,000
- People needing emergency or immediate financial services
- People seeking walk-in appointments rather than weekday appointments
Specialties
- Entrepreneurs and business owners
- Employee stock options
- Business retirement plans
- Corporate executives
- Estate and legacy strategies
- Inheritance guidance
Certifications
- CEPA® Certified Exit Planning Advisor®
What makes them different
- Serving clients with $10,000,000 plus
- Focus on entrepreneurs and business owners, employee stock options, and business retirement plans
- Focus on estate and legacy strategies and inheritance guidance
- New client waitlist
- Weekday office hours are by appointment only
Distilled from this business's own website.
Contact & Location
- Address
- 5511 Ramsey St Ste 102, Fayetteville, NC 28311
- Phone
- (910) 488-7535
- Website
- https://www.edwardjones.com/jonathan-proffitt
- jonathan.proffitt@edwardjones.com
Services
- Financial advisory
- Investment account opening
- Financial strategy reviews
- Introductory consultations
- Major financial event guidance