Jonathan Derrick

As a limited partner and financial advisor with Edward Jones I focus on providing customized wealth strategies to high-net-worth investors.

I work in collaboration with my clients and trusted legal and accounting professionals to ensure an entire team is working in unison to support my clients in achieving their goals.

Clients can expect transparent fee structures, strong governance and personalized advice specializing in:

• Goals-based planning
• Retirement and estate planning
• Tax-efficient wealth transfer strategies

My Branch Office Administrator, Rachana Gautam and I, strive to deliver an exceptional client experience. We utilize an established process that includes rigorous client discovery, resulting in a...