Jenni Johnston
Financial Advising
Why pick this one
Jenni Johnston combines CFP®, AAMS®, and CRPC™ certifications with estate, wealth, and retirement strategy services in Lake Junaluska.
Best for
- Estate and legacy strategies
- Wealth strategies
- Retirement savings strategies
- Retirement income strategies
- Portfolio reviews
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Specialties
- Estate and legacy strategies
- Wealth strategies
- Retirement savings strategies
- Retirement income strategies
- Portfolio reviews
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Accredited Asset Management Specialist™ (AAMS®)
- Chartered Retirement Planning Counselor™ (CRPC™)
- FPQP®
What makes them different
- Jenni Johnston holds CFP®, AAMS®, and CRPC™ certifications
- Focus areas include estate and legacy, wealth, retirement savings, retirement income, and portfolio reviews
- Offers introductory consultations, current-strategy reviews, account openings, and help with major financial events
- Located at 125 N Lakeshore Dr Ste 10 in Lake Junaluska, North Carolina
- Branch office team includes Julie Hendricks and Jessica McElroy
Distilled from this business's own website.
Contact & Location
- Address
- 125 N Lakeshore Dr Ste 10, Lake Junaluska, NC 28745
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jenni.johnston@edwardjones.com
Services
- Financial advising
- Estate and legacy planning
- Wealth management
- Retirement planning
- Portfolio reviews
- Account opening
- Financial strategy reviews
- Financial event planning