Jonathan Edwards is an Investment Manager with Truist Wealth. He offers more than 5 years of financial services, retirement planning, and investment management experience. Jonathan also has a background commercial credit underwriting. He is a native of Memphis, TN and a graduate of the University of Mississippi. Jonathan is a Chartered Financial Analyst ® (CFA®) and member of the CFA Society of Memphis.
As an Investment Manager, Jonathan works directly with high-net-worth families and advisors to create a comprehensive financial strategy using planning, estate and tax strategies, credit, and investment solutions to address their immediate and future goals. He follows a disciplined process of assessing client’s financial situation, determining risk tolerance, forming and executing an appropriate investment strategy, and regular portfolio rebalancing in order to achieve their goals. Jonathan works with the next generation to educate on investment strategies and financial literacy. Jonathan is passionate about building strong relationships with his clients to fully understand their goals.
Investment Adviser Representative, Truist Advisory Services, Inc.
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