Member Bio - Jamie Sloan

INTRODUCTION REQUESTS: Attorney - Divorce, Attorney - Wills and Estate Planning, CPA - Individual Focus, CPA - Small Business Focus, Hair Stylist, HR Directors, Mortgage Broker, Real Estate Agent - Condo/Highrise, Real Estate Agent - Residential Also looking for specific introductions at the following companies: Ambler Associates (Dallas) Challenger, Gray and Christmas (Dallas) Chandler Hill Partner (Dallas) Optimance (Dallas)

REFERRAL REQUESTS: Dentists, Healthcare Professionals, Independent Contractors, Individuals making job changes, Individual Investors, Pharmaceutical Sales Reps, Physicians, Small Business Owners and Young Professionals 529 education plans IRA/ROTH IRA Plans Retirement Plan Rollovers Small Business Retirement Solutions Trust and Estate Planning

Ideal Client Description
We will be the first to say it: Edward Jones is not the right choice for everyone. For decades, we have believed in the same basic strategy of investing in quality investments that have proven themselves over time. We understand that this approach may be considered old-fashioned in this day and age. But if it means helping investors realize their goals, it is an approach we are going to stick to. Are we the right investment firm for you? That depends on whether you see yourself the same way we do:

You prefer interacting with an actual person, rather than a call center or Web site

You like to make well-informed decisions

You take a realistic approach to your financial goals

You are confident and secure, but careful when it comes to managing your money

You understand the difference between investing and gambling with your money

You want to invest in quality investments instead of following the latest trends

You will not compromise your principles and you expect the same from others

You are an independent thinker

Business Overview
Let us be honest. Most big investment firms seem exactly alike, selling the same investments and making the same promises. You might look at Edward Jones and see just another company, but we believe we are different from the inside out. At Edward Jones, we are guided by a set of long-standing principles. We serve individual investors, like you. We opt for proven, long-term investing strategies instead of the latest investment fads. And, while we share information on our Web site, we believe it is more important to provide personalized attention and build relationships face to face in our local, community-based offices.