2020 marks my 20th year as a financial advisor with Edward Jones, and I am deeply grateful to have been able to help so many clients achieve their financial goals throughout the years. I have built my practice on a strong foundation of experience and dedication to my clients, which has enabled me to deliver a comprehensive service – including financial, insurance and investment advice.
In order to better serve my clients, I have obtained the Certified Financial Planner™ (CFP®) and Accredited Asset Management Specialist™ (AAMS®) professional designations.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
In addition to my CFP® and AAMS® designations, I also hold my Series 7, Series 66, insurance, life and health licenses. I attended Young Harris College and Berry College and graduated with a bachelor's degree in finance from the Campbell School of Business. I became a limited partner at Edward Jones in 2011. I am married to Katie Sulka and have a son, Ethan, and a daughter, Emily.
Branch office administrator Marilou Frizzell is dedicated to providing clients with the highest level of service they have come to expect.
Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call or stop by to get started.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Strategies
Phone NumberJeffrey A Sulka at (770) 533-9965
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