Cade Downes

Advisor at Edward Jones

Updated today

Location

Evans, GA 30809

Credentials

Series 66

Industry experience

< 1 year

About

Cade Downes is a financial advisor at Edward Jones in Evans, GA. He holds the Series 66 designation and began his advisory career in 2023. Prior to Edward Jones, he has experience in roles outside the financial industry, including a position at Augusta Golf Cars LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and provides additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

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Fee options

Percentage

$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)

Other

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.

Location

2530 Trade Center Dr

Evans, GA 30809

Most active in

Georgia · Texas

Work history

Edward Jones

2024 - Present (2 years)

Edward Jones

2023 - 2024 (1 year)

Unemployed

2022 - 2023 (1 year)

Augusta Golf Cars LLC

2022 - 2022 (1 year)

Unemployed

2020 - 2022 (2 years)

Quest Church

2019 - 2020 (1 year)

Unemployed

2019 - 2019 (1 year)

The Augusta National

2019 - 2019 (1 year)

Unemployed

2018 - 2019 (1 year)

Chick-fil-A

2018 - 2018 (1 year)

Unemployed

2016 - 2019 (3 years)

Unemployed

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Augusta, GA

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Passive / index investing Active portfolio management Options & derivatives strategies
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Passive / index investing
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