Investing Your Money at Edward Jones Investments
Money is on everyone’s minds pretty much all the time, and if you have a little extra to invest, it’s important to consult with a professional. Sure, you could listen to your brother-in-law’s barber who knows about a nickel mine in Chile that’s a sure thing, but the odds of losing your entire investment are fairly high.
At Edward Jones Investments (565 N. Main Street, Ashland), financial advisor and broker James Harrington is there to navigate you through the system. James has over 40 years of experience as a Financial Advisor and moved to Ashland in 2009. “I became a Financial advisor in order to help each and every one of my clients in the attainment of their financial goals and objectives,” he said.
The company was founded by Edward D. Jones in St. Louis, Missouri, in 1922. His son was responsible for the creation of the individual branch network which has spread across rural communities and suburbs all across the U.S. and Canada.
The company offers commission-based and fee-based financial products. The one-broker-per-office model allows clients to choose their broker directly and deal with just that broker. The model is the reason that Edward Jones currently has the largest number of branch offices among brokerage firms in the United States.
“We focus on personalized service,” James said. “Our unique feature is that each branch has a dedicated Financial Advisor and a dedicated Administrator. This structure allows me to use an established process to create a personalized strategy to help each person achieve his or her goals. We offer a wide variety of investments, and my area of focus includes helping people plan for retirement, college savings plans, helping to save money on taxes, and life insurance and annuities.”
James noted that the office limits the number of households it works with in order to provide the maximum level of service and value to clients. “We deal with all aspects of financial investing and take pride in our ability to match investments according to each of client’s goals, objectives, and most importantly, their personal risk tolerance,” he said.
The Branch Office Assistant Katrina Williams is a Senior Associate at Edward Jones, and she takes every measure possible in the completion of the total final experience for clients. “Her devotion and dedication to our clients is second to none in the Rogue Valley,” James said. “When people come into this branch, they can expect to feel welcomed and at home. My goal is for clients to be understood, informed, and secure in their financial lives.”