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Business Journals
2 days ago
- Business
- Business Journals
David Christian, CFA, CFP®
We are pleased to announce that David Christian, CFA, CFP®, has been named a shareholder at Johnson Investment Counsel. His leadership and dedication since joining in 2017 have played a key role in the firm's continued growth. He holds the Chartered Financial Analyst® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Johnson Investment Counsel serves clients in 50 states, with 6 offices across Ohio and Michigan.
Malaysian Reserve
24-04-2025
- Business
- Malaysian Reserve
Edward Jones Accelerates Value for Clients through New Products, Services and Capabilities
The firm reaches key milestones in its multi-year journey to serve more clients, more completely and sets sights on new opportunities to add value for clients and financial advisors ST. LOUIS, April 24, 2025 /PRNewswire/ — With trillions of dollars anticipated to change hands across generations and a shortage of financial advisors to serve investors seeking financial advice and guidance, Edward Jones has reached key milestones on its multi-year journey to serve tens of millions of clients more completely. 'It's a new year for Edward Jones – our first as a financial planning firm. We've been readying ourselves for this chapter in our 103-year-old growth story by evolving to attract and serve new and different types of clients through experiences, products and services, and technology that meet their unique needs,' said Penny Pennington, Managing Partner, Edward Jones. 'The strength of our firm and our ambition to more deeply serve our clients, colleagues and communities gives us incredible momentum to be the place North Americans go for advice.' Recent Enhancements and Milestones Deeper Client Segmentation: Edward Jones launched Edward Jones Generations™, a private client services offering, with new products and services targeted to high net worth clients. Professional Designations: The firm supports acumen-building through investment in professional designations. Edward Jones is No. 1 in CERTIFIED FINANCIAL PLANNER® or CFP® certification and surpassed 5,000 colleagues obtaining the certification as of April 24, 2025 – the highest in the industry. Envestnet | MoneyGuide Integration: Since rolling out in 2024, the financial planning software – paired with deep discovery and personalized relationships – has enhanced Edward Jones financial advisors' ability to offer tailored advice that aligns with clients' preferences, goals and aspirations. Edward Jones believes clients engaging with MoneyGuide as part of their appointments with their financial advisor have higher confidence and satisfaction (Edward Jones internal research). Expanded Banking Services: The firm announced that it submitted an application to the Federal Deposit Insurance Corporation (FDIC) and Utah Department of Financial Institutions (UDFI) to establish Edward Jones Bank, a Utah-chartered industrial bank. If approved, this would complement the co-branded retail banking products intended to launch later this year. Underpinning these achievements is a continued commitment to accelerating progress in its multi-year journey to serve clients and branch teams more completely. Edward Jones announced today it will evolve key roles of its enterprise leadership team, effective June 1, 2025, to guide the firm through this next chapter of its journey, including: David Chubak will step into a new role as Head of Wealth Management & Field Management. Lena Haas, currently responsible for WMAS, will retire at the end of 2025. David Gunn will continue to lead the Canada Business Unit and will also assume responsibility for the U.S. Business Unit. Kristin Johnson, who has served as Chief Transformation Officer, will assume the newly created role of Chief Operating Officer. Andy Miedler will continue as Chief Financial Officer and take on responsibility for leading the Data and Digital teams. Frank LaQuinta, Head of Digital, Data and Operations, will retire at the end of 2025. About Edward Jones Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. 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 55,000 associates and our branch presence in 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 and its recruiting website is Member SIPC. Forward Looking Statements This press release contains forward-looking statements within the meaning of U.S. securities laws. You can identify forward-looking statements by the use of the words 'goals,' believe,' 'evolve,' 'anticipate,' 'intend,' 'will,' and other expressions, which predict or indicate future events and trends and which do not relate to historical matters. You should not rely on forward-looking statements, because they involve known and unknown risks, uncertainties and other factors, some of which are beyond the control of the Partnership. These risks, uncertainties and other factors may cause the actual results, performance or achievements of the Partnership to be materially different from the anticipated future results, performance or achievements expressed or implied by the forward-looking statements. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.
Yahoo
24-04-2025
- Business
- Yahoo
Edward Jones Accelerates Value for Clients through New Products, Services and Capabilities
The firm reaches key milestones in its multi-year journey to serve more clients, more completely and sets sights on new opportunities to add value for clients and financial advisors ST. LOUIS, April 24, 2025 /PRNewswire/ -- With trillions of dollars anticipated to change hands across generations and a shortage of financial advisors to serve investors seeking financial advice and guidance, Edward Jones has reached key milestones on its multi-year journey to serve tens of millions of clients more completely. "It's a new year for Edward Jones – our first as a financial planning firm. We've been readying ourselves for this chapter in our 103-year-old growth story by evolving to attract and serve new and different types of clients through experiences, products and services, and technology that meet their unique needs," said Penny Pennington, Managing Partner, Edward Jones. "The strength of our firm and our ambition to more deeply serve our clients, colleagues and communities gives us incredible momentum to be the place North Americans go for advice." Recent Enhancements and Milestones Deeper Client Segmentation: Edward Jones launched Edward Jones Generations™, a private client services offering, with new products and services targeted to high net worth clients. Professional Designations: The firm supports acumen-building through investment in professional designations. Edward Jones is No. 1 in CERTIFIED FINANCIAL PLANNER® or CFP® certification and surpassed 5,000 colleagues obtaining the certification as of April 24, 2025 – the highest in the industry. Envestnet | MoneyGuide Integration: Since rolling out in 2024, the financial planning software – paired with deep discovery and personalized relationships – has enhanced Edward Jones financial advisors' ability to offer tailored advice that aligns with clients' preferences, goals and aspirations. Edward Jones believes clients engaging with MoneyGuide as part of their appointments with their financial advisor have higher confidence and satisfaction (Edward Jones internal research). Expanded Banking Services: The firm announced that it submitted an application to the Federal Deposit Insurance Corporation (FDIC) and Utah Department of Financial Institutions (UDFI) to establish Edward Jones Bank, a Utah-chartered industrial bank. If approved, this would complement the co-branded retail banking products intended to launch later this year. Underpinning these achievements is a continued commitment to accelerating progress in its multi-year journey to serve clients and branch teams more completely. Edward Jones announced today it will evolve key roles of its enterprise leadership team, effective June 1, 2025, to guide the firm through this next chapter of its journey, including: David Chubak will step into a new role as Head of Wealth Management & Field Management. Lena Haas, currently responsible for WMAS, will retire at the end of 2025. David Gunn will continue to lead the Canada Business Unit and will also assume responsibility for the U.S. Business Unit. Kristin Johnson, who has served as Chief Transformation Officer, will assume the newly created role of Chief Operating Officer. Andy Miedler will continue as Chief Financial Officer and take on responsibility for leading the Data and Digital teams. Frank LaQuinta, Head of Digital, Data and Operations, will retire at the end of 2025. About Edward Jones Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. 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 55,000 associates and our branch presence in 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 and its recruiting website is Member SIPC. Forward Looking Statements This press release contains forward-looking statements within the meaning of U.S. securities laws. You can identify forward-looking statements by the use of the words "goals," believe," "evolve," "anticipate," "intend," "will," and other expressions, which predict or indicate future events and trends and which do not relate to historical matters. You should not rely on forward-looking statements, because they involve known and unknown risks, uncertainties and other factors, some of which are beyond the control of the Partnership. These risks, uncertainties and other factors may cause the actual results, performance or achievements of the Partnership to be materially different from the anticipated future results, performance or achievements expressed or implied by the forward-looking statements. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S. View original content to download multimedia: SOURCE Edward Jones Sign in to access your portfolio
Yahoo
03-03-2025
- Business
- Yahoo
Financial Gravity Welcomes New Family Office Directors Lauren Fischer and Dave Fischer
AUSTIN, TX / / March 3, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity") Gravity welcomes Lauren Fischer and David Fischer aboard as new Family Office Directors. Lauren Fischer is an experienced finance executive with over a decade of experience in investing and financial planning spaces. As a Financial Planner, she is relentlessly committed to excellence in helping clients achieve their financial goals. Lauren began her finance career with SALI Fund Services, a turnkey platform for creating and administrating Insurance Dedicated Funds. Her clients at SALI included boutique hedge funds and some of the largest wealth management institutions in the world. Lauren then joined Artemis Capital Management, a quantitative long volatility hedge fund where she earned the Chartered Alternative Investment Analyst℠ certification. She was the Director of Operations and CCO of Artemis, working with both individual and institutional investors, alike. After seeking a career change, she joined Grace Capital Management as a Financial Planner, earning the CERTIFIED FINANCIAL PLANNER™ designation in 2024. Throughout her career, she has developed a passion for helping others achieve their goals and a reputation for excellence in every aspect of her work. Lauren graduated from Texas A&M University with a Bachelor's Degree in International Studies with a minor in Communication. Dave Fischer is an experienced Financial Planner passionate about helping people achieve their financial goals. Dave strives to provide a holistic, client-first financial planning approach that gives people precise solutions and peace of mind for their unique financial picture. Dave began his career as a Financial Planner with 49 Financial as part of AXA Advisors. During his time with 49 Financial, Dave cultivated his passion for finance and his commitment to his clients, always striving to put their needs first. Dave went on to join Grace Capital Management, where he worked as a Financial Advisor for over 5 years and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021. Dave graduated from Texas A&M University with a Bachelor's Degree in Management Information Systems from the prestigious Mays Business School. Lauren and Dave are co-founders of Team Fischer Financial. As Family Office Directors, Lauren and David are responsible for prescribing advanced tax solutions and ensuring their network of partners fill those solutions with fidelity to their plans. They rely on the experts at Financial Gravity, Inc., a true partner -- not just a vendor -- who help them deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management. Lauren shared, "Nothing matters more to me as a financial planner than the success of my clients. Dave and I have built our business around creating the best possible service and advice for our clients, and Financial Gravity is the perfect platform to continue to build and improve on our current offerings. Each person's financial universe encompasses multiple parts: investments, tax, retirement, estate, and philanthropy, among others; and quality financial advice takes every piece into consideration. We believe Financial Gravity shares this vision, and we are excited to partner with them and leverage the expertise they carry in these areas to help our clients accomplish their goals." Dave explained why he joined Financial Gravity. "Lauren and I have made it our mission to care for clients in the best way possible through devoted service and expertise. The multi-family office model through Financial Gravity will enable a robust expansion of this service and expertise to our clients while honoring the trust that clients have placed in us." Financial Gravity CEO Scott Winters shared, "We are excited to welcome David and Lauren Fischer to the Financial Gravity team as we continue our mission to democratize Family Office services. Their expertise and dedication to integrating multiple financial disciplines align perfectly with our vision of providing comprehensive, conflict-free solutions to clients. Together, we are expanding access to the holistic wealth management strategies that were once reserved for the ultra-wealthy, ensuring more families can benefit from true financial integration and efficiency." About Financial Gravity Companies, Inc. Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help financial services professionals evolve from the commoditized business of tax compliance to a Family Office Director who runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit Forward-Looking Statements This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert, or change any of them and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in this press release should be evaluated together with the many uncertainties that affect Financial Gravity's business, and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise. Contact Details Scott Winters+1 Company Website SOURCE: FINANCIAL GRAVITY COMPANIES, INC. View the original press release on ACCESS Newswire
