Edward Jones

Nicholas Abbott

Summary of Services:

At Edward Jones, it all starts with a discussion about what’s important to you. By meeting in person and on a regular basis, we can offer financial solutions that are specifically designed for you. These are just a few of the investments and services we offer to help you reach your long-term financial goals.

Services:
Edward Jones Advisory Solutions®1
Edward Jones Flex Funds™ Account
Edward Jones Income Manager® Account2
Research:
Equities
Fixed-income
Mutual Funds
Estate and Trust Services3
Investor Education Programs
Online Account Access and E-delivery
Portfolio and Retirement Plan Reviews
Retirement Plan Account Consolidation
Saving, Spending and Borrowing Solutions
Systematic Investing

Experience:

Nicholas Abbott has had the privilege of developing and refining his knowledge of investments and insurance planning through a variety of professional experiences with three financial institutions. Nick has chosen to solidify his commitment long-term with Edward Jones. Nick holds a bachelor’s of business administration with a major in
finance, options and the derivative markets. He also holds the AAMS® (Accredited Asset Management Specialist), which is a professional designation granted by the College for Financial Planning. The designation is awarded to financial professionals completing a self-study program and passing the accompanying test covering:
investor policies, risk and return, investment performance, asset allocation and selection, investment strategies, taxation of investment products, individual retirement investments, executive compensation and benefit plans, insurance products, estate planning, and regulatory and ethical issues. Nick is involved in his community and has served as the president for the Rotary Club of Hawaii Kai. He is past president of the Hawaii Kai Chamber of Commerce. He also served as the president of the Hawaii Kai Chapter of Business Networking International.
Some of Nick’s greatest accomplishments have been the strong relationships he has cultivated in the Honolulu community. Nick also holds all professional licenses and designations recommended for his work as a financial advisor: Series 7, Series 66, State Life and Health licenses for Hawaii, California, Washington, Michigan, Texas and
Florida. Nick is devoted to his loving wife Janean, the community groups, church and the individuals he serves.

Contact Information:

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