Tag: Edward Jones

BUENA VISTA, Colo. /New York Netwire - National News/ -- Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

COLORADO SPRINGS, Colo., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

COLORADO SPRINGS, Colo., July 10, 2023 (SEND2PRESS NEWSWIRE) -- Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

COLORADO SPRINGS, Colo., July 7, 2023 (SEND2PRESS NEWSWIRE) -- Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

COLORADO SPRINGS, Colo., July 5, 2023 (SEND2PRESS NEWSWIRE) -- Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

COLORADO SPRINGS, Colo., July 11, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

COLORADO SPRINGS, Colo., June 17, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

COLORADO SPRINGS, Colo., Aug. 25, 2021 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

COLORADO SPRINGS, Colo., March 12, 2021 (SEND2PRESS NEWSWIRE) -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

COLORADO SPRINGS, Colo., Nov. 10, 2020 (SEND2PRESS NEWSWIRE) -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

COLORADO SPRINGS, Colo., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.