Joseph Ortiz of the financial services firm Edward Jones in Ahwatukee Foothills has achieved the professional designation of Accredited Asset Management Specialist.
Ortiz successfully completed the Accredited Asset Management Specialist, or AAMS, professional education program from the Denver-based College for Financial Planning. Those who complete the program pass a final exam and sign a code of ethics and disclosure form earn the AAMS designation.
This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include understanding the asset management process to understanding asset allocation and strategies.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
In January, for the 13th year, Edward Jones was named one of the best companies to work for by FORTUNE Magazine in its annual listing. The firm ranked No. 5 overall and No. 3 in Large Size Companies. These 13 FORTUNE rankings include top 10 finishes for nine years, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010.