Is Edward Jones - Financial Advisor: Mike Sheppard by appointment only?

Yes, Edward Jones - Financial Advisor: Mike Sheppard is by appointment only.

Specialties

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

History

Established in 1922.

1922 Edward D. Jones Sr. establishes Edward D. Jones & Co., determined that his company will treat associates as partners in the business and treat clients fairly by offering appropriate, quality investments. The firm's offices open in downtown St. Louis, the heart of the city's financial district. The office consisted of a single room furnished with a desk, three chairs and a hatrack. In time, the firm expanded into a second room and a bank of telephones. 1948 Ted returned to St. Louis after working in New York as an apprentice at Josephthal & Co., a correspondent firm of Edward Jones. Ted started work as the 18th broker, based in the tiny St. Louis suburb of Clayton, but after a few months he moved to Montgomery City, Mo, where he set up shop over the hardware store and began his career selling securities from the trunk of his car. Ted would regularly drive 150 miles a day. He visited such towns as Hillsboro, Warrenton, Moberly, Mexico, Bowling Green, Fayette, Fulton, Hannibal, Ma

Meet the Business Owner: Michael S.

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach, tailored to your individual goals, and provide exceptional service. My sole focus is to understand and help you achieve what's most important to you. We'll use our established process to build your personalized strategies and help you stay on track over the long term. My spouse, Jennifer, and I have a young son. We currently live in Brunswick, OH. Personal finance and investing has always been a passion of mine, and I am fortunate to now help others work to achieve their financial goals and dreams. I serve the Broadview Heights, Ohio community. I hold the following registrations: Series 7 and 66 with FINRA (Financial Industry Regulatory Authority); Securities: Ohio, Arizona, California, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, New Mexico, Pennsylvania, South Carolina; and insurance (Life & Health).