Financial Advisor Chris Stone Receives CERTIFIED FINANCIAL PLANNER (TM) Certification

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Edward Jones press release

Financial advisor Chris Stone of the Edward Jones financial services firm in Klamath Falls has been approved by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP® certification mark.

Stone has successfully completed the initial CFP Board certification requirements, which include completing financial planning courses and passing a comprehensive exam.

Individuals who hold CFP® certification must agree to meet continuing education requirements and comply with Code of ethics and professional responsibility and standards of practice in financial planning.

This advanced training provides investment professionals with the practical information needed to provide comprehensive financial services. Topics of study include the financial planning process, risk management, investments, tax planning and management, retirement and benefits, and estate planning. CFP professionals are also required to meet continuing education requirements and adhere to the CFP Board of Directors’ Code of Ethics and Professional Responsibility and Financial Planning Standards of Practice.

Edward Jones, its employees and financial advisers are not estate planners and cannot provide tax or legal advice. You should consult your estate planning lawyer or qualified tax advisor about your situation.

His office is located at 2650 Washburn Way.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the business of the business, from proposed investments to branch locations, is aimed at individual investors. The company’s more than 19,000 financial advisors serve more than 7 million clients with a total of $ 1.2 trillion in client assets under management. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. SIPC member.


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