Catherine A. Jones, Cfp®
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Catherine A. Jones, Cfp® Email & Phone Number

Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines
Location: United States, United States, United States 4 work roles 1 school
1 work email found @edelmanfinancial.com 1 phone found area 888 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@edelmanfinancial.com
Direct phone (888) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Executive Director, Financial Planning at Edelman Financial Engines
Location
United States, United States, United States
Company size
1029 employees

Who is Catherine A. Jones, Cfp®? Overview

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Quick answer

Catherine A. Jones, Cfp® is listed as Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines, a company with 1029 employees, based in United States, United States, United States. AeroLeads shows a work email signal at edelmanfinancial.com, phone signal with area code 888, and a matched LinkedIn profile for Catherine A. Jones, Cfp®.

Catherine A. Jones, Cfp® previously worked as Executive Director, Financial Planning at Edelman Financial Engines and Account Executive ►Wealth Management ♦ Estate Planning ♦ Inheritance ♦ Taxes ♦ Trusted Advisor at Fidelity Investments. Catherine A. Jones, Cfp® holds Bachelor Of Science (Bs), Finance, Economics, And Management, Magna Cum Laude from St. Ambrose University.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancial.com
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AeroLeads found 1 current-domain work email signal for Catherine A. Jones, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Catherine A. Jones, Cfp®

Catherine A. Jones, Cfp® is a Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines. She possess expertise in wealth management, retirement planning, mutual funds, estate planning, series 7 and 31 more skills.

Listed skills include Wealth Management, Retirement Planning, Mutual Funds, Estate Planning, and 32 others.

Current workplace

Catherine A. Jones, Cfp®'s current company

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Edelman Financial Engines
Edelman Financial Engines
Executive Director, Financial Planning at Edelman Financial Engines
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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4 roles · 19 years

Catherine A. Jones, Cfp® work experience

A career timeline built from the work history available for this profile.

Account Executive ►Wealth Management ♦ Estate Planning ♦ Inheritance ♦ Taxes ♦ Trusted Advisor

Fidelity Investments

Greater Chicago Area

Fidelity is the online trading brokerage of choice with ETFs, mutual funds, IRAs, retirement planning and investment solutions.I was promoted to Account Executive and work with a book of 400+ accounts valued from $300MM-$400MM. My clients, typically¸ have a high net worth of $1MM or more.I am my clients' trusted advisor. I understand their needs and goals.

2009 - 2014 ~5 yrs

Investment Representative ►Investment Guidance ♦ Retirement Planning ♦ Wealth Management ♦ Advisor

Fidelity Investments

Greater Chicago Area

Fidelity is the online trading brokerage of choice with ETFs, mutual funds, IRAs, retirement planning and investment solutions.I was promoted to this position, taking over and helping build a portfolio of accounts valued under $1MM. I provided financial guidance to clients and assist them with their short and longer term financial goals.As with any.

2008 - 2009 ~1 yr

Financial Representative ►Trusted Advisor ♦ Financial Services ♦ Relationship Management ♦ Savings

Fidelity Investments

Greater Chicago Area

Fidelity is the online trading brokerage of choice with ETFs, mutual funds, IRAs, retirement planning and investment solutions.I interned with Fidelity while in college, getting my foot in the door. I obtained my licenses and was brought onboard because of my strong customer skills and understanding of investment and financial solutions.I was the first.

2007 - 2008 ~1 yr
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

ZB Zachary Boston Zachary Boston Colleague at Edelman Financial EnginesNewport Beach, California, United States, United States View → BE Bobby Emmett Bobby Emmett Colleague at Edelman Financial EnginesDavenport, Iowa, United States, United States View → SG Suresh Gottipati Suresh Gottipati Colleague at Edelman Financial EnginesUnited States, United States View → MN Marylee Novak Marylee Novak Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States View → JR John-Michael Rey John-Michael Rey Colleague at Edelman Financial EnginesWilkes-Barre, Pennsylvania, United States, United States View → LB Lori Bensing Lori Bensing Colleague at Edelman Financial EnginesDallas, Texas, United States, United States View → KS Kimberly Sealey Kimberly Sealey Colleague at Edelman Financial EnginesGreater Philadelphia, United States View → AS Alex Shurin, Cfp®, Chfc® Alex Shurin, Cfp®, Chfc® Colleague at Edelman Financial EnginesKaty, Texas, United States, United States View → EP Eric Pailing, Crpc® Eric Pailing, Crpc® Colleague at Edelman Financial EnginesFresno, California, United States, United States View → TD Thi D. Thi D. Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States View →
1 education record

Catherine A. Jones, Cfp® education

FAQ

Frequently asked questions about Catherine A. Jones, Cfp®

Quick answers generated from the profile data available on this page.

What company does Catherine A. Jones, Cfp® work for?

Catherine A. Jones, Cfp® works for Edelman Financial Engines.

What is Catherine A. Jones, Cfp®'s role at Edelman Financial Engines?

Catherine A. Jones, Cfp® is listed as Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines.

What is Catherine A. Jones, Cfp®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancial.com for Catherine A. Jones, Cfp® at Edelman Financial Engines.

What is Catherine A. Jones, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 888 for Catherine A. Jones, Cfp® at Edelman Financial Engines.

Where is Catherine A. Jones, Cfp® based?

Catherine A. Jones, Cfp® is based in United States, United States, United States while working with Edelman Financial Engines.

What companies has Catherine A. Jones, Cfp® worked for?

Catherine A. Jones, Cfp® has worked for Edelman Financial Engines and Fidelity Investments.

Who are Catherine A. Jones, Cfp®'s colleagues at Edelman Financial Engines?

Catherine A. Jones, Cfp®'s colleagues at Edelman Financial Engines include Zachary Boston, Bobby Emmett, Suresh Gottipati, Marylee Novak, and John-Michael Rey.

How can I contact Catherine A. Jones, Cfp®?

You can use AeroLeads to view verified contact signals for Catherine A. Jones, Cfp® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Catherine A. Jones, Cfp® attend?

Catherine A. Jones, Cfp® holds Bachelor Of Science (Bs), Finance, Economics, And Management, Magna Cum Laude from St. Ambrose University.

What skills is Catherine A. Jones, Cfp® known for?

Catherine A. Jones, Cfp® is listed with skills including Wealth Management, Retirement Planning, Mutual Funds, Estate Planning, Series 7, Relationship Management, Life Insurance, and Sales.

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