Jeff Earnhardt
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Jeff Earnhardt
I am a Financial Advisor with Edward Jones. I have over 20 years of experience in the industry and am dedicated to helping my clients understand and meet their financial goals. I strive to accomplish 4 basic things for every person I meet: 1.) Consolidate wealth - simplify your life 2.) Wealth Strategies- based on your goals, risk and dreams 3.) Wealth Preservation Strategies- help you sleep at night 4.) Estate and Legacy Strategies- transfer on death. My overall goal is to offer tailored solutions specific to you and your family and help you realize the retirement you have always instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Nov 1998 — Present
Skills
- Investments
- Finance
- Portfolio Strategies
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Bonds
- Business Retirement Plans
- Series 7
- Retirement Planning
- Education Savings
- Series 63
- Long Term Insurance
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