Edward Jones - Financial Advisor

Financial consultant in Cordova, TN (show on map)

Edward Jones - Financial Advisor is listed as a financial consultant at 8001 Centerview Pkwy Suite 112, Cordova, TN.

About

Edward Jones - Financial Advisor is listed as a financial consultant located at 8001 Centerview Pkwy Suite 112, Cordova, TN. Contact the business directly to confirm current services and availability.

Nearly 15,000 branch office locations in North America

Ranked #1 by JD Power for Client Satisfaction among Advised Investors

Privately-owned company focused on relationships rather than shareholder returns

More than 13,000 employees supporting advisors behind the scenes

Services

Personalized Financial Strategy Development

The firm creates customized financial strategies to help clients define, prioritize, and track goals. Advisors work with clients' tax and legal advisors to organize, build, and transfer wealth.

Investment Advisory and Portfolio Management

Edward Jones offers fee-based portfolio management and investment guidance through programs like Edward Jones Advisory Solutions. The Investment Policy Committee provides the guidelines advisors use for personalized recommendations.

Retirement Planning and Savings Strategies

The firm helps clients develop strategies for saving for and living in retirement, including guidance on retirement income, Social Security, and retirement account options.

Insurance and Annuity Solutions

The firm provides insurance advice and solutions, including complex insurance solutions through dedicated insurance specialists.

Business Owner Financial Solutions

Edward Jones offers specialized financial services and solutions designed for business owners.

Credentials & Certifications

CFP®, AAMS®, CRPC™ certifications held by advisor Kelly Morgan

Frequently Asked Questions

Who supports the financial advisor in serving clients? +

Clients work with a financial advisor one on one, supported by a branch office administrator. Behind the scenes, the advisor is backed by the Investment Policy Committee, strategists, analysts, portfolio managers, and insurance specialists.

Does Edward Jones provide tax or legal advice? +

No. Edward Jones and its financial advisors cannot provide tax or legal advice. Clients should consult their own attorney or qualified tax advisor regarding their specific situation.