Edward Jones - Financial Advisor: Jonathan Morton, CFP®

Services Offered

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

About

Jonathan Morton is a Certified Financial Planner (CFP®) based in Ojai, California, providing personalized financial planning and investment guidance. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Jonathan emphasizes the importance of face-to-face consultations to understand clients' financial goals. His practice is dedicated to helping individuals and families build long-term wealth and prepare for significant life events.

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