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Abhinav Jain, Financial Advisor

Focus Areas

  • Estate and legacy strategies
  • Business owner considerations
  • Wealth protection strategies
  • Education savings strategies
  • Retirement income strategies
  • Charitable giving

About Abhinav

As a financial professional with over 15 years of experience, I am passionate about building long-lasting relationships with my clients and supporting them through life's journey. Being part of their successes—both big and small—gives me great fulfillment.

Over the years, I’ve learned that listening is key to understanding and serving my clients well. With two ears and one mouth, I aim to listen twice as much as I speak. This helps me connect with families, individuals, and my community deeply.

I believe in transparency and integrity. I run my practice with complete clarity, ensuring that every client has a deeper understanding of...

Work History

  • Edward JonesMay 2018 to Current

Education

  • Seneca CollegeCertificate
  • Cardiff UniversityBachelor of Science-Commerce

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • History and Museums
  • Jogging

Team Members

  • Gayathri Sridhar
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

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Setting your path

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