Mark Lewis, a financial advisor with Edward Jones in West Plains, has achieved the Certified Kingdom Advisor, or CKA, designation.
The CKA training program provides instruction according to the Kingdom Advisors' philosophy on how to weave a biblical perspective into financial discussions for individuals interested in doing so. Focus topics include:
• Financial stewardship
• Tax-sensitive investment strategies
• Generosity through charitable giving
• Retirement planning
• Estate considerations
In addition to the education and examination components of certification, financial advisors must also commit to the Kingdom Advisors' Code of Ethics.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $2 trillion in client assets under care at the end of December 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.
