Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
13 years
Location
Tarboro, NC 27886
Edward Jones
Institution
Alison Blodgett is a CFP® professional with 12 years of experience in the financial industry, currently serving at Edward Jones since 2013. She is a Series 66 license holder based in Tarboro, NC. Alison serves as a board member of the Edgecombe Charitable Foundation, a local philanthropic organization focused on building community assets through permanent endowments and grant-making. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while providing fiduciary services and tax-efficient overlays.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Tarboro, NC North Main Street
409 North Main Street, Suite 100
Tarboro NC 27886
Advisors at this office
1
North Carolina · Texas
13 years of industry experience
Edward Jones
2013 - Present • 13 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Rocky Mount, NC
Truist Advisory Services
Lisa Hanvey is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase, Raymond James Financial Services, TowneBank, Ameriprise, and The Bray-Harris Group. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, implementing advice through discretionary and non-discretionary relationships supported by integrated third-party platforms and research tools.
Series 63, Series 65
Rocky Mount, NC
Rockefeller Financial LLC
John Perry is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. He is based in Rocky Mount, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.
Series 63, Series 65
Rocky Mount, NC
OSAIC Institutions, INC.
Justin Bunting is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Infinex Investments, Inc., BB&T Investment Services, Inc., Morgan Stanley, and UBS Financial Services. He also participates in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary accounts.
Series 66
Rocky Mount, NC
OSAIC Institutions, INC.
Robert Grady Jr. is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including First Citizens Investor Services and Securian Financial Services Inc. Prior to his financial industry career, he spent six years at Arendell Parrott Academy. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, delegating investment analysis and account management to its network of investment adviser representatives.
Series 66
Battleboro, NC
Edward Jones
Kevin De Bruhl is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Series 66
Tarboro, NC
Edward Jones
Kelly Watson is a financial advisor at Edward Jones in Tarboro, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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