Jonathan Walker
Financial Advisor at Edward Jones
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
87
Contact information
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j•••••••@edwardjones.com
Phone
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Background
About Jonathan Walker
As a financial advisor with Edward Jones I partner with my clients to learn what is most important to them, help solidify their goals and use an established process to keep them on track in achieving those goals. I use my 20+ years of industry experience helping employ asset allocation strategies, risk assessment, wealth preservation strategies, and estate considerations. I also work alongside other professionals including CPAs, Estate Planning Attorneys, and Life Insurance Specialists coordinating appropriate actions. Whether saving for retirement, college, living in retirement or estate and legacy strategies, we offer custom tailored solutions to achieve your For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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