BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial advisor Jonathan Mintle of financial services firm Edward Jones in Buena Vista, Colo. has earned the CERTIFIED FINANCIAL PLANNER™ or CFP® certification awarded by the Certified Financial Planner Board of Standards (CFP Board ).

Caption: Edward Jones Financial Services.

Training to become a CFP® professional expands a financial advisor’s knowledge base in the following areas:

• Financial management
• Tax-sensitive investment strategies
• Retirement planning
• Insurance planning
• Educational planning
• Estate Considerations

In addition to the training and testing components of the certification, Mintle is also committed to adhering to the CFP® Board of Ethics Code of Ethics and Standards of Conduct.

Learn more about Jonathan Mintle: https://www.edwardjones.com/us-en/financial-advisor/jon-mintle

Edward Jones is a leading North American financial services company with 20,000 financial advisors as of November 4, 2024. The company serves more than 8 million customers with a total of $2.2 trillion in client assets under management (as of September 27, 2024). Edward Jones’ goal is to partner to create a positive impact to improve the lives of our customers and colleagues, and together to improve our communities and society. Through the dedication of the Company’s approximately 54,000 employees and our office presence in 68% of U.S. counties and most Canadian provinces and territories, the Company is committed to helping more people achieve what matters most to them financially. The Edward Jones website is at www.edwardjones.com and the recruiting website is at www.careers.edwardjones.com. Member SIPC.

The Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) certification marks in the United States to the Certified Financial Planner Board of Standards, Inc., This authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

News source: Edward Jones