Edward Jones, headquartered in St. Louis, is one of the nation’s
most convenient suppliers of financial products for individual
investors.
Location: 275 Tennant Avenue, Ste. 206A, Morgan Hill
Owners: Marisa Otto, Financial Advisor
Manager: Marisa Otto, Financial Advisor
Services: Financial planning for individual or business needs.
Hours: Monday thru Friday, 8:30 a.m. to 4:30 p.m., and Saturday by appointment.
Website: www.edwardjones.com
History: Edward Jones, headquartered in St. Louis, is one of the nation’s most convenient suppliers of financial products for individual investors. Edward Jones is one of the only firms to serve individual investors exclusively. The firm has nearly 7 million clients.
Philosophy: The Edward Jones philosophy is that service to the individual is of utmost importance. Its more than 12,000 financial advisors provide this personal brand of service by discussing clients’ individual investment needs on a one-on-one basis. Having cultivated a previously untapped market of investors, Edward Jones financial advisors provide quality, long-term investment opportunities that include a broad mix of municipal, government and corporate bonds; mutual funds; common stocks; and tax-advantaged securities.
