WatersEdge Wealth Management

WatersEdge Wealth Management Jonathan Waters, CFP®, ChFC®, RICP®

Knowledge is the key to a successful financial future. (410) 785-7654.

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory

services, retirement planning, estate strategies, employee benefit and retention services, business communication strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am licensed to sell insurance products in the following jurisdictions:
AL, AZ, CO, DC, DE, FL, GA, HI, IA, IN, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WV. I am licensed to sell securities in the following jurisdictions:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MD, MI, MN, MO, MS, MT, NC, NJ, NY, OH, PA, SC, SD, TX, UT, VA, VT, WA, WI, WV. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC, member SIPC(www.sipc.org). Supervisory address; 11350 McCormick Rd., Executive Plaza IV, Suite 200, Hunt Valley, MD 21031. WatersEdge Wealth Management is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies.

Address

11350 McCormick Road, Executive Plaza IV, Suite 200
Hunt Valley, MD
21031

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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