Edward Jones - Financial Advisor: Jonathan R Baulsir, CPWA®|CIMA®

Services Offered

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

About

Jonathan Baulsir is a financial advisor based in Ashland, Virginia, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investment strategies. As a Certified Private Wealth Advisor (CPWA®) and a Chartered Investment Management Analyst (CIMA®), he brings specialized knowledge to help clients achieve their financial goals. Jonathan serves individuals and families looking for tailored financial solutions through face-to-face consultations.

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