Edward Jones - Financial Advisor: Jonathan Derrick, CIM®|CEPA®|DFSA™

Reviews

• BM

  Brittany Miethner

  Feb 29, 2020
  5.0
  So happy my family found Jonathan! We had a good handle on our finances already, but Jonathan was able to take our investment strategy to the next level. He took the time to listen and understand before making any recommendations. He showed us options, and explained everything in a way that we really understood why his recommendation makes sense for us and what we are trying to achieve. If you are looking for a trustworthy investment advisor who really knows what they are talking about call Jonathan.
• TL

  Tim Lahn

  Feb 13, 2020
  5.0
  I've had the pleasure of knowing Jonathan Derrick professionally for approximately a year. Jonathan is exceptional at explaining financial trends and WHY he makes the market decisions he does. Many advisors simply expect you to trust that they know what they're doing, but that is not the case with Jonathan. I would highly recommend him to anyone looking for a trustworthy financial advisor!
• EM

  Erik Miethner

  Feb 12, 2020
  5.0
  Jonathan took the time to listen to what my family and I are trying to accomplish. As real estate investors we were surprised how easily he integrated all of our investment assets into a cohesive plan. He presented various strategies and clearly explained everything using plain language. He also consulted with our lawyer and accountant, ensuring everyone is working together. We now have a cohesive plan, and a portfolio of stocks, bonds and insurance policies to compliment our real estate holdings. Thank you Jonathan!
• SA

  Sherri Kingsmill AdminDesk

  Feb 6, 2020
  5.0
  To most people the subject of investing and saving money for the future can be a very scary, confusing and stressful topic. When my husband and I decided it was finally time to be responsible adults and think about our future savings and retirement needs, we reached out to Jonathan Derrick at Edward Jones and he was able to guide us through the maze of crazy financial jargon. He made us really consider what it was we wanted to accomplish with our savings and what we wanted at retirement time and helped us decide on a plan that would get us there. More importantly he helped us with a plan that we could stick to and not stress out our current financial living condition and still help us accomplish our future wants and needs. It doesn't feel so scary to be the responsible adult with the guidance of Jonathan. Thank you so much for your guidance and support.
• SS

  stephanie s

  Feb 4, 2020
  5.0
  Jonathan provided my husband and me a full view of our financial future with multiple variables. He is the first Financial Advisor that has explained my investments to me in a way that I actually understand with easy to understand language and simple graphs & charts. Jonathan and his assistant Donna follow up with us and provide regular check-ins. I trust Jonathan with my future retirement and helping us reach that goal financially.

Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan Derrick, CIM®|CEPA®|DFSA™