Edward Jones - Financial Advisor: Jonathan M Leonard, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Jonathan M Leonard is a Certified Financial Planner (CFP®) and financial advisor based in Jacksonville, Florida. He provides personalized financial planning services, including retirement preparation and education savings strategies. Jonathan emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for comprehensive investment guidance and tax-smart strategies.

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