Edward Jones Investments - Mike Jonas

My goal is to assist the individual investor and small business owner achieve their financial needs through Investments, retirement and life insurance Long-term Investment Philosophy - Our philosophy emphasizes quality and diversification. I strive t...

My goal is to assist the individual investor and small business owner achieve their financial needs through Investments, retirement and life insurance Long-term Investment Philosophy - Our philosophy emphasizes quality and diversification. I strive to avoid investments that we believe are confusing or likely to disappoint investors. Our investment philosophy is based on a set of trade-offs. I have clear guidelines around what I do and don't recommend. I believe focusing on quality investments, diversifying them and maintaining long-term perspective are keys to reaching your goals. All three of these elements work together; it's not enough to follow one or two. This approach should help reduce major disappointments along the way. I will work with you to make sure this philosophy is the foundation of your investment strategy.