Reflecting on my past as a young kid, I felt as if my career decision was set before I even knew it. Growing up around a family invested in the business, I found myself learning more about the market and importance of the Edward Jones culture than the average person may experience in a lifetime. My weekends were spent with my grandfather and father at the farm, learning about relationships and leadership necessary to guide individuals towards success. Although, the hour before arrival was spent reading stock tickers and prices in the back of the car to ensure my father and grandfather were up to date on the market. At the time, I did not understand the importance of these lessons. But as I grew older, I soon realized that it was to ensure I could make an impact that would last for generations.
Ultimately, the lessons I had learned throughout my childhood has led me to this model. First, it's all about the relationship. My job is to make sure I understand what really matters to you, to your family, to understand the important dynamics in your family, and what you really want to accomplish.
Next. It is truly comprehensive planning. I apply a very disciplined planning process to fully discover, document and implement the full range of solutions that can help you accomplish your vision, your mission and your goals.
Third. I bring tailored investment strategies to your family. Included is Investment advisory programs, brokerage, banking, lending, insurance planning, trust services and more.
Fourth – and this one is really up to you – is client education. I spend time educating and continuously reviewing both the "what we are doing" and "why we are doing it" with my clients so that they feel both informed and in control.
And lastly is service. At Edward Jones, we are here to help you. We keep track, we answer questions, we document everything. Which brings us back to #1 – it’s all about the relationship.
Here in Fort Worth, I will be bringing this plan into action. When I am not with family or friends, or out watching TCU sports or spending time in nature, I am thinking about what I can do to help better serve my clients.
2 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Jonathan contacts you to discuss the details of the request.
The Rules of the Road presentation introduces the Edward Jones' 10 Rules of the Road to investing. Participants will learn: The most common investing mistakes and how to avoid them; Investing strategies to help reach their long-term goals; What they can do now to prepare for retirement
Foundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn: The importance of developing a strategy; The impact of asset allocation; The influence of inflation on your long-term goals.
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