SagePoint Financial, Inc. |
||
Edwin SjonellFinancial Advisor
Phone: 908-322-2400 Ed Sjonell is a Financial Advisor who has been in the financial services industry for over forty-two (42) years. His experience includes developing individual financial plans for wealth construction, retirement and family planning utilizing a wide range of investment products. Ed has conducted numerous courses and workshops at local colleges and has led seminars in insurance and investment planning for various organizations. He works closely with his son, Craig, who manages the office at 501 Park Ave. Born in Beach Haven, NJ, Ed grew up in Elizabeth and Roselle Park After high school, Ed spent four (4) years in the US Navy and traveled extensively. He then earned his B.A.and Masters Degree in Education from Kean University. Prior to becoming an Advisor, Ed was a public school teacher and Guidance Counselor in the Mountainside, NJ School District. Ed has his Series 7 and 63 securities registrations and has been registered since 1971. He is also a licensed insurance agent in NJ, NY, CT, FL and IN. Ed and his wife, Kathy, have lived in Scotch Plains since 1965 and have three (3)grown children, Craig, Peter and Carolyn Sue and six (6) grandchildren. His motto: "Keep it Simple"
|
||
|
501 Park Ave. Phone: 908-322-2400 |
*Securities and Investment Advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer, Member FINRA/SIPC and A Registered Investment Advisor.
This communication is strictly intended for individuals residing in the states ofAL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator