Edward Jones
Financial Advising
Why pick this one
Edward Jones provides wealth strategies with CFP®, CEPA®, and SE-AWMA™ certifications for entrepreneurs, athletes, entertainers, and business owners.
Best for
- Entrepreneurs and business owners needing wealth strategies
- Professional athletes seeking specialized wealth management
- Entertainment industry professionals seeking financial advising
- Businesses planning retirement programs
- Not-for-profit organizations seeking financial advising
- Clients with $100,000 or more to invest
Look elsewhere if
- Investors seeking services below the stated $100,000 client threshold
Specialties
- Wealth strategies
- Entrepreneur and business-owner advising
- Professional athlete wealth management
- Entertainment industry wealth management
- Business retirement plans
- Not-for-profit organization advising
Certifications
- CFP®
- CEPA®
- SE-AWMA™
What makes them different
- Serves clients with $100,000 or more
- Certified Financial Planner® designation
- Certified Exit Planning Advisor® designation
- Sports and Entertainment Accredited Wealth Management Advisor™ designation
- Offers web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 310 Millstone Dr Suite 2, Hillsborough, NC 27278
- Phone
- +19192968242
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- demarcus.bowden@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement planning
- Business financial planning