Brian Canales

Role
Financial Advisor at Edward Jones
Location
Little Rock, AR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian Canales

With two decades of experience in finance, insurance, and business management, I…

Experience

  1. Financial Advisor

    Edward Jones

    Dec 2017 — Present · Hot Springs National Park, AR, US

    I joined Edward Jones in 2017 but had a love of investing my entire life. Growing up on a small farm, I learned at an early age that having a plan, protecting that plan, and hard work produced nice returns. I became a financial advisor to help people. I longed for a career that would give me a purpose and I truly believe it is my calling to do what I do. With two decades of experience in finance, insurance, and business management, I effectively provide our clients with a financial assessment and a detailed strategy. These assessments and strategies include risk strategies, capital gains tax calculations, annuities, insurance, and investment accounts; such as Traditional IRA s, Roth IRA s, Inherited IRA s, SEP IRA s, SIMPLE IRA s, Owner Only 401(k) s, 401(k) s, Safe Harbor 401(k) s, 403(b) s, Profit Sharing, 457(b)s, Defined Benefit plans, Trust, 529 s, Custodial, Guardian, and Business accounts.

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