Jaclyn E. Bell,  CFP<sup>&reg;</sup> - Financial Advisor

Jaclyn E. Bell, CFP®

Financial Advisor

Edward Jones

6910 Fm 1488 Rd, Ste 8
Magnolia, TX 77354
FINANCIAL ADVISOR'S WEBSITE
(832) 934-2573 CONNECT WITH Jaclyn
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General

Jaclyn Bell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Magnolia, TX and the surrounding communities.

Financial Advisor Overview

Focus on serious individual investors and small business owners.

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Financial Advisor Experience

August 2009 - Present

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Texas
  • Fixed annuities: Texas
  • Variable annuities: Texas

Broker-Dealer Affiliation

Edward Jones

Broker-Dealer Disclaimer

www.edwardjones.com

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources