Financial Advisor Jason Ellis Receives Certified Financial Planner Certification
April 21, 2023 at 5:03 p.m.
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Becoming a CFP professional expands a financial advisor’s knowledge base in the following areas:
• Financial management
• Retirement savings
• Insurance planning
• Education planning
• Estate considerations
•Tax−sensitive investment strategies
In addition to the education and examination components of certification, Ellis also has committed to abiding by the CFP Board’s code of ethics and standards of conduct.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.6 trillion in client assets under care at the end of 2022. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 52,000 associates and branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.
Becoming a CFP professional expands a financial advisor’s knowledge base in the following areas:
• Financial management
• Retirement savings
• Insurance planning
• Education planning
• Estate considerations
•Tax−sensitive investment strategies
In addition to the education and examination components of certification, Ellis also has committed to abiding by the CFP Board’s code of ethics and standards of conduct.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.6 trillion in client assets under care at the end of 2022. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 52,000 associates and branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.
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