Financial Advisor Jeff Navarro of the financial services firm Edward Jones in Smithfield has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP®.
Jeff successfully completed the CFP Board’s initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.
Individuals who hold CFP® certification must agree to meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
“The certification process was very challenging, however it was also rewarding to accomplish my personal goal,” Navarro told WTSB News. “More importantly, my clients will benefit from a more comprehensive approach to the planning process.”
The advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP professionals must also meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. The firm’s 17,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management.
In 2009, Navarro began his Edward Jones career as a financial advisor in Selma, and then opened a new office in Smithfield in early 2014. He is active in many volunteer positions within Edward Jones, including training and mentoring other financial advisors.
As an active member of the community, he currently serves as a board member for both the Smithfield-Selma Area Chamber of Commerce and the Johnston Health Foundation. He is a past president for Boys & Girls Club of Johnston County and has served with the Selma Lions Club.
Jeff and his wife Brooke live in Smithfield with their three sons.