Paul Leal

Role: Financial Advisor at Edward Jones
Location: Sheboygan County, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Edward Jones
Nov 2016 — Present

Skills

Investments
Hold Series 7
Retirement Planning
Banking
Finance
Credit
Leadership
Mutual Funds
Series 63
Customer Service
Team Building
Financial Services
Series 6
Wealth Management
Loans
Insurance
Relationship Management
Sales
Portfolio Management

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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Experience

Financial Advisor

Skills

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