CLOs on the Move

Edward Jones

www.edwardjones.com

 
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it`s in the United States or Canada, we`re located in the communities where our clients live and work because that`s the best way to get to know them and help reach their financial goals.
  • Number of Employees: 5K-10K
  • Annual Revenue: > $1 Billion

Executives

Name Title Contact Details
Callie Kim
Associate General Counsel Profile
Robert Kennedy
Associate General Counsel Profile
Matthew Barnard
Associate General Counsel Profile
Laura Hughes
Associate General Counsel Profile
Lisa Bertain
Principal and Deputy General Counsel Profile

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Certified Financial Services

At Certified Financial Services we house a team of professionals who share a commitment to doing the right thing for our clients while holding ourselves to the highest of professional standards. Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial security, balance and prosperity. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being. We offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results. Certified Financial Services, LLC is an Agency of The Guardian Life Insurance Company of America, founded in 1860, and one of the largest mutual life insurance companies in the United States. For more information on Guardian, visit: www.guardianlife.com The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. © Copyright 2005-2012, The Guardian Life Insurance Company of America

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