Ryan Kapp, of the financial-services firm Edward Jones, recently traveled to St. Louis, MO, to meet with representatives from Amercian Funds.
This event, called "Business Development Workshop," brings together Edward Jones investment representatives who havea achieved a certain level of success in the financial-services business. The purpose of the gathering is to give these investment representatives an opportunity to discuss inverstment management with the portfolio manager and analysts of one of the largest money managers in the United States.
"It was an honor to be invited to the meeting," Kapp said.
"Having the chance the interact with representatives from American Funds provided me with new investment information and ideas. I'm anxious to pass these on to my clients."
Edward Jones investment representatives regularly expand their knowledge of inverstments and other financial topics by attending seminars such as this one as they continue training throughout their careers.
Edward Jones, the only major financial-services firm advising individual inverstors exclusively, traces its roots to 1871 and currently serves more than 6 million clients. the firm offers its clients a variety of inverstments, including certificates of deposit, taxable and non-taxable bonds, stocks, and mutual funds.
The largest firm in the nation in terms of branch ofices, Edward Jones currently has more thean 9,000 offices in the U.S. and, through its affiliates, in Canada and the United Kingdom. Pans call for expansion to 10,000 offices in 2004.
The Edward Jones interactive Web site is located at www.edwardjones.com.
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