Edward Jones — Jeananne C. Niemann, CFP®, AAMS® is a retirement planning and wealth management practice operating through Edward Jones (SEC-registered Investment Adviser, CRD #250, SEC File #801-56232) on US Highway 441 in Leesburg, Florida. Led by Certified Financial Planner™ professional Jeananne Carol Niemann, CFP®, AAMS® (CRD #4864020), who has served Lake County investors since 2004 alongside branch colleague Brittani Tilley, ChFC®, CRPC™, the practice helps retirees in Leesburg, Legacy of Leesburg, Royal Highlands, Pennbrooke Fairways, and Tavares structure dependable retirement income, manage Required Minimum Distributions (RMDs), evaluate FRS DROP and 401(k) rollovers, and prepare for long-term care and estate transfers.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Edward D. Jones & Co., L.P.); FINRA BrokerCheck Profile (Jeananne Carol Niemann, CFP®, AAMS®); Edward Jones Official Advisor Page (Jeananne Niemann, CFP®)
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-56232; fiduciary investment advisory and brokerage services offered through Edward D. Jones & Co., L.P. (CRD #250) at 8535 US Hwy 441, Leesburg, FL 34748. Transparent advisory tier or brokerage pricing; acceptsMedicaid: false, acceptsMedicare: false.
Issuer: CFP Board / SEC / FINRA
Notes: Led by Financial Advisor Jeananne Carol Niemann, CFP®, AAMS® (CRD #4864020, registered since 2004), holding the Certified Financial Planner™ and Accredited Asset Management Specialist™ designations.
Factual details and direct answers about Edward Jones — Jeananne C. Niemann, CFP®, AAMS®'s services, licensing, and credentials.
What credentials does Leesburg financial advisor Jeananne Niemann hold?
Jeananne Carol Niemann (CRD #4864020) holds the Certified Financial Planner™ (CFP®) certification and the Accredited Asset Management Specialist™ (AAMS®) designation with Edward Jones (CRD #250, SEC File #801-56232), serving Leesburg retirees for over 20 years.
Where is Jeananne Niemann's Edward Jones office located in Leesburg?
Her office is located at 8535 US Highway 441, Leesburg, Florida 34748, near Lake Square Mall and convenient to Leesburg, Tavares, and Fruitland Park.
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