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Sylvia Yan
Business Name:
Edward Jones
Business Description:
Edward Jones is the largest U.S. brokerage firm in terms of offices in North American with affiliate in Canada. We have nearly 7 million clients and $876 billion in assets under care. Edward Jones is founded in 1922 by Edward D. Jones Sr., and headquarters in St. Louis.
How Business Creates Value:
We provide solutions that help individuals pursue their serious, long-term financial objectives, including: • Preparing for retirement • Living in retirement • Paying for education • Preparing for the unexpected • Planning your estate or inheritance We are committed to serious, long-term investors; our financial advisor offices are in convenient locations; we focus on face-to-face relationships.
How Member Creates Value:
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Contact Information

Phone
818-554-6738

Credentials

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination
  • Six Sigma Black Belt
  • Master degree in Chemical Engineering

Interests

  • Cooking
  • Traveling
  • investment

Languages

  • English
  • Chinese