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Edward Jones - Financial Advisor: Ivan Ellis

Clayton, NC

They specialize in financial strategies for entrepreneurs and are accepting new clients in Clayton, NC.

  • financial planning for entrepreneurs
  • retirement income strategies

Edward Jones - Financial Advisor: Jack Buchanan, AAMS®

Kings Mountain, NC

Jack Buchanan provides AAMS®-certified financial advising in Kings Mountain, with focus areas spanning business owners, retirement, wealth, and estate strategies.

  • Entrepreneurs and business owners seeking financial strategies
  • Retirement savings planning
  • Retirement income planning

Edward Jones - Financial Advisor: Jaime L Futch

Murphy, NC

Edward Jones - Financial Advisor: Jaime L Futch is a CFP® in Murphy, NC focusing on retirement income, estate strategies, and business owners.

  • Entrepreneurs and business owners seeking financial advice
  • Retirement income and savings strategies
  • Intergenerational planning

Edward Jones - Financial Advisor: Jaime P Molina

Financial Service

Cary, NC

Edward Jones - Financial Advisor Jaime P Molina offers focused wealth strategies and personalized financial planning tools.

  • individuals seeking retirement and wealth management advice
  • business owners needing retirement plans
  • families planning for college savings

Edward Jones - Financial Advisor: James Bass

Financial Advising

Havelock, NC

They accept new clients at all asset levels and hold ChFC® and AAMS® certifications, with retirement, business-owner, estate, and divorce-finance focus areas.

  • Retirement savings strategies
  • Retirement income strategies
  • Financial planning for entrepreneurs and business owners

Edward Jones - Financial Advisor: James M Bower, AAMS®

Fort Mill, SC

James M Bower at Edward Jones focuses on Retirement Savings Strategies and provides specialized support for Military Professionals & Veterans.

  • retirement planning
  • wealth management for veterans
  • college savings planning

Edward Jones - Financial Advisor: James N Sherrill III

Dallas, NC

They offer personalized investment strategies and financial consultations at their Dallas office.

  • individuals seeking personalized financial strategies
  • those planning for retirement
  • clients needing help with major financial events

Edward Jones - Financial Advisor: James Shoobridge

Statesville, NC

James Shoobridge offers tailored retirement income strategies and is a licensed financial advisor in Statesville, NC.

  • Entrepreneurs looking for personalized financial strategies
  • Individuals planning for retirement

Edward Jones - Financial Advisor: Jamie B Richard, AAMS®

Shelby, NC

Edward Jones - Financial Advisor: Jamie B Richard offers financial strategy reviews and account opening in Shelby with an AAMS® certification.

  • People seeking an introductory financial consultation
  • Clients wanting to review a current financial strategy
  • People opening an investment account

Edward Jones - Financial Advisor: Jamie Cowgill, CFP®

Wilmington, NC

Jamie Cowgill is a CFP® financial advisor specializing in retirement income, wealth strategies, employee stock options, and charitable giving.

  • retirement income strategies
  • wealth strategies
  • employee stock option planning

Edward Jones - Financial Advisor: Jamille Gore

Whiteville, NC

Edward Jones - Financial Advisor: Jamille Gore offers retirement, estate, wealth, and military-professional strategies from a Whiteville, North Carolina office.

  • retirement savings strategies
  • retirement income strategies
  • estate and legacy strategies

Edward Jones - Financial Advisor: Janice D Lowrance, AAMS®|CRPC™

Mooresville, NC

Janice D Lowrance at Edward Jones is located in Mooresville, NC and specializes in Wealth Strategies and Retirement Income Strategies.

  • individuals seeking comprehensive financial planning guidance
  • clients looking to manage wealth over $250,000

Edward Jones - Financial Advisor: Jared Diehl

Shallotte, NC

Edward Jones - Financial Advisor: Jared Diehl focuses on retirement, wealth, inheritance, and estate and legacy strategies for clients investing $250,000 or more.

  • retirement savings planning
  • retirement income planning
  • wealth strategy guidance

Edward Jones - Financial Advisor: Jared M Bumgardner, AAMS®

Wilmington, NC

Edward Jones - Financial Advisor: Jared M Bumgardner, AAMS® offers retirement income strategies, portfolio reviews, and estate and legacy strategies in Wilmington.

  • retirement income strategies
  • wealth strategies
  • portfolio reviews

Edward Jones - Financial Advisor: Jason W Younts

Financial Service

Shallotte, NC

Edward Jones - Financial Advisor: Jason W Younts offers CRPC™-credentialed guidance for wealth, estate, and retirement strategies to clients with $100,000 or more.

  • Clients seeking wealth strategy guidance
  • Estate and legacy planning
  • Retirement savings planning

Edward Jones - Financial Advisor: Jean S McMullin

Boiling Springs, NC

Edward Jones - Financial Advisor: Jean S McMullin accepts clients investing $250,000 or more and focuses on retirement, estate, and business-owner strategies.

  • Entrepreneurs and business owners seeking financial strategies
  • Retirement savings strategies
  • Business retirement plans

Edward Jones - Financial Advisor: Jeff Almond

Hickory, NC

Edward Jones - Financial Advisor: Jeff Almond offers strategy reviews, account opening, and major financial event support from a Hickory, North Carolina office.

  • Introductory financial consultations
  • Reviewing a current investment strategy
  • Opening an investment account

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