Jonathan Polkinghorn
Financial advisor serving individual investors | Focusing on solutions for business owners, executives and retirees
- Role
- Financial Advisor at Edward Jones
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jonathan Polkinghorn
The things I value most in life, family, friends and community, are what motivated me to…
Experience
Financial Advisor
Nov 2018 — Present · Santa Rosa, CA, US
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. We are located in the communities where our clients live and work because that\'s the best way to get to know them and help reach their financial goals.
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