Edward Jones - Financial Advisor: Jonathan Barrera, CKA®

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

I’m a lifelong Texan and have lived most of my life in San Antonio, where I’m currently a financial planner. My passion is helping my clients, and nothing brings me more satisfaction than enabling their families to achieve a brighter future. I’m inspired by my father, who left a big 5 accounting firm when I was little, to join a small, family accounting firm to be more present as a father. I’ll be forever thankful for all of his sacrifices. Continuing his tradition, I also make my own homemade Neapolitan pizza. They might not be as pretty or as good as his, but they’re still delicious! EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.