Edward Jones

About Us

I am a finance professional with almost 20 years of experience helping individuals and business clients invest, manage and grow their portfolios. Over the span of my career, I have held progressive positions in portfolio management and risk at established banks, with my last role as a fixed income trader at one of the oldest U.S. banks. My goal has always been to deliver value for my clients.

I want to know your circumstances and understand your personal goals, whether they are to fund retirement, grow your portfolio, set up a college fund for your children or pass on your legacy to the next generations, so I can help you establish a tiered approach to meet your goals in the timeline that will suit you. I hold the Chartered Financial Analyst® or CFA® designation.

Please reach out to me if you would like to receive a financial review or discuss your financial goals at Arti.gupta@edwardjones.com or
407-720-5620