James Magee

James Magee of Edward Jones Receives Certified Financial Planner ® Certification

Posted at 1:54 PM on Sep 13, 2018

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Special to SVLfreenews.com

James Magee of the financial services firm Edward Jones in Statesville, N.C., has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP®.

Magee successfully completed the CFP Board's initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.

Individuals who hold CFP® certification must agree to meet ongoing continuing education requirements and uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP professionals must also meet ongoing continuing education requirements and uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.

Learn More

Contact James Magee at 704-838-1078.

About Edward Jones

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm's 16,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit the firm's website at www.edwardjones.com and its recruiting website at www.careers.edwardjones.com. Member SIPC.

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