Edward Jones
News Release Contact: Roland Swasey
May 8, 2024 603-678-5196
Financial Advisor Roland Swasey of the financial services firm Edward Jones in Lebanon, New Hampshire has received the CERTIFIED FINANCIAL PLANNER (TM), or CFP (R), certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Becoming a CFP(R) professional expands a financial advisor's knowledge base in the following areas:
In addition to the education and examination components of certification, Swasey also has committed to abiding by the CFP(R) Board's Code of Ethics and Standards of Conduct.
Edward Jones is a leading financial services firm in the U.S. and through is affiliate in Canada. The firm's more than 19,000 financial advisors serve more that 8 million clients with a total of $1.9 trillion in client assets under care at the end of December 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edarejones.com. Member SIPC
The CFP Board owns the marks CFP(R) CERTIFIED FINANCIAL PLANNER(TM) and CFP (R) (with plaque design) in the U.S.
Edward Jones
Debra Carter Branch Office Administrator
