Edward Jones - Financial Advisor: Erik F Jorgensen, ChFC, AAMS, AFFP
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
Note: Saturday by appointment only
About us
I've been very fortunate to be in the position to serve throughout my career. After spending nearly 20 years in the private club industry, I understand that people appreciate when their expectations are exceeded.
As a client working with an Edward Jones financial advisor, I saw the value in helping people with planning for their future and was grateful to know exactly what we needed to do in order to reach our long-term goals. I also realized that Edward Jones, as a firm, is heads and shoulders above in caring for clients.
I decided to retire from the club industry to become an Edward Jones financial advisor after truly realizing how I could impact people's lives for the better. After achieving all accreditations and receiving top-ranked training in St. Louis, I focus on helping clients in Eastern Central Florida and Northern Palm Beach.
| Year established | 1922 |
| Tags | Financial Advisor, Financial Planning, Retirement Planning, Investment Services, Wealth Management, Investment Strategy, Employer-Sponsored Plans, High Net Worth, New to Wealth, Saving for College, Estate and wealth transfer planning, Education Savings, Life Insurance Planning, 401(k), SEP, SIMPLE, Owner K Plans, Stocks, bonds, Mutual funds, ETF's, Annuities, CD's and Money Market, Goal planning, Risk assessment and protection strategies, Cash and credit solutions, Wealth & Trust Management Services, Agriculture |
| Specialties | Stocks & Bonds, Investment Managers, Advisors |
| Products | Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker |
| Services | Financial Advisor |