Edward Jones - Financial Advisor: Jocelyn Cates, CFP®

Services Offered

• Retirement planning
• Investment management
• Education savings strategies
• Insurance planning

About

Jocelyn Cates is a Certified Financial Planner (CFP®) and financial advisor based in San Antonio, Texas. She provides personalized financial planning and investment guidance to clients in the area. Jocelyn specializes in retirement planning, education savings strategies, and insurance needs, helping individuals and families achieve their financial goals. As part of Edward Jones, she offers a personal approach to investing, ensuring that clients receive tailored advice to meet their unique circumstances.

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