Edward Jones - Financial Advisor: Jonathan Helvey, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jonathan Helvey is a Certified Financial Planner (CFP®) and financial advisor based in Canton, Texas. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Jonathan provides personalized financial guidance through face-to-face consultations, ensuring that clients' financial goals are met with tailored strategies. His practice focuses on helping individuals and families build long-term wealth and prepare for significant life milestones.

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