When I was in my early 20s, I had a bad experience with a financial advisor. This led me to self study personal finance and investing and to founding an investment club. In my early 30s, I made the career change to Edward Jones so I could deliver the advice and service I feel investors deserve.
I have received the Certified Financial Planner™ (CFP®) certification. 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.
Alex Acock joined our team as Branch Office Administrator in 2015 and has provided excellent service to our clients ever since.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Please contact us to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Estate & Legacy Strategies
My Personal Interests
- Mountain Biking
Phone NumberJeremiah Wright at (913) 310-0316
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