Edward Jones financial advisor Derrick Fort has achieved the professional designation of Accredited Asset Management Specialist.
He successfully completed the AAMS Professional Education Program from the Denver, Colo.-based College for Financial Planning. Those who complete the program, pass a final exam and sign a code of ethics and disclosure form earn the AAMS designation.
This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include understanding the asset management process to understanding asset allocation and strategies.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 13,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio, diversified portfolio. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
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