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Edward Jones - Financial Advisor Robert Jones

  • FINANCIAL PLANNING & SERVICES
1712 Chaps Place
Kissimmee, FL 34744
(321) 284-0221
Hours:
Monday - Friday 8:30AM - 6:00PM
Saturday - By Appointment Only
Sunday - Closed

About Us

My role as an Edward Jones financial advisor is to help my clients achieve their financial goals. I accomplish this through a process which starts with me listening to my clients to find out what's read more
  • About

    My role as an Edward Jones financial advisor is to help my clients achieve their financial goals. I accomplish this through a process which starts with me listening to my clients to find out what's important to them, asking questions to find out where they are and where they would like to be, understanding their comfort level with investing, reviewing their current situation, clearly and ethically educating them on their options, building a personalized strategy and regularly meeting with them to help them stay on track with their financial goals.

    I have over 19 years of experience in various roles within financial services. As a Chartered Retirement Planning Counselor, I have advanced certification and knowledge of retirement planning, retirement terms and retirement accounts, including Individual Retirement Accounts (IRAs) and business/employer retirement plans. From my securities registration, insurance licenses and ongoing education, I have a comprehensive knowledge of investments and personal insurance. This knowledge helps me to provide my clients with personalized strategies to add clarity as to how they can reach their financial goals, as well as the appropriate investment guidance. I am also able to offer them options to help protect their savings from unexpected risk and to generate income from their savings to during retirement.

  • Media

  • News

    Release Date: September 26, 2022
  • Whom to Contact

    • Robert L Jones
      Financial Advisor
      1712 Chaps Place
      Kissimmee, FL 34744
      Phone: (321) 284-0221
      Cell Phone: (407) 319-8789
      Fax: (844) 729-4853
  • Directions

    (corner of Fortune Rd and 192 - left of Osceola Heritage Park, near Marco's Pizza)

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