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
Series 63, Series 66
Experience Industry experience
4 years
Location
Georgetown, DE 19947
Edward Jones
Institution
Conor Williams is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Pacer Financial Inc and Pacer ETFS. Outside of his advisory work, he has been involved in entrepreneurial activities with Gidget's Gadgets since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.
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.
Georgetown, DE
10 W Pine Street Suite 102
Georgetown DE 19947
Advisors at this office
1
Delaware · Texas
4 years of industry experience
Edward Jones
2024 - Present • 2 years
St Louis, MO
Pacer Financial Inc
2022 - 2023 • 1 year
Malvern, PA
Pacer ETFS
2022 - 2023 • 1 year
Malvern, PA
Pacer Financial Inc
2022 - 2022 • 1 year
Malvern, PA
Team Children
2021 - 2021 • 1 year
King of Prussia, PA
Delmarva Picker
2020 - 2021 • 1 year
Rehoboth Beach, DE
Gidget's Gadgets
2019 - Present • 7 years
Rehoboth Beach, DE
Howard Gittis Student Center
2018 - 2021 • 3 years
Philadelphia, PA
Fin's Ale House & Raw Bar
2018 - 2019 • 1 year
Rehoboth Beach, DE
Temple University
2017 - 2021 • 4 years
Philadelphia, PA
Black Wall at the Beach
2017 - 2017 • 1 year
Rehoboth Beach, DE
Christopher's A Neighborhood Place
2014 - 2017 • 3 years
Malvern, PA
Great Valley High School
2013 - 2017 • 4 years
Malvern, PA
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.
PFS™, Series 63, Series 65
Lewes, DE
Great Ocean Road Financial
Paul Jones is a financial advisor at Great Ocean Road Financial with 14 years of industry experience. He holds the PFS™ designation as well as the Series 63 and Series 65 licenses. Prior to founding Great Ocean Road Financial, he worked at Watchtower Wealth Management and held roles in both the public and private sectors. In addition to his advisory work, he is the owner and sole proprietor of Jones Accounting Company, an accounting and tax preparation practice. Great Ocean Road Financial is an independent advisory firm that provides investment management, financial planning, and retirement plan consulting to individual investors and plan sponsors. The firm offers tailored portfolios based on client goals and risk tolerances, utilizing a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory.
CFP®, CFA®, Series 66
Millville, DE
Breakwater Wealth Management
Nicholas Shevland is a CFP® and CFA® professional with 13 years of experience in the financial industry. He is the sole advisor at Breakwater Wealth Management, an independent firm he has led since 2022. Prior to founding Breakwater, he worked at DT Investment Partners, Janney Montgomery Scott, and Morgan Stanley. He is also licensed as an insurance agent, recommending insurance products in Millville, DE. Breakwater Wealth Management provides customized wealth management services to individuals and high-net-worth clients, combining financial planning with discretionary and non-discretionary investment management. The firm emphasizes long-term, ETF-focused asset allocation supported by fundamental and cyclical analysis and operates a wrap fee program through Charles Schwab’s institutional platform.
Series 63, Series 65
Millsboro, DE
Harding's Wealth Managers, Inc.
Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.
Series 63, Series 65
Lewes, DE
ARTAIS Capital Management, LLC
John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.
CFP®, Series 66
Lewes, DE
ECT Advisory, LLC
Eric Stone is a CFP® with 17 years of industry experience and is the sole advisor at ECT Advisory, LLC. He has worked at ECT Financial since 2010. Outside of his advisory role, he is also involved in selling group insurance. ECT Advisory, LLC provides investment management, financial planning, and retirement plan consulting to individuals, estates, trusts, charitable organizations, and corporate pension and profit-sharing plans. The firm employs an asset-allocation approach using actively managed mutual funds, index funds, stocks, and bonds, and offers vendor due diligence and performance monitoring for retirement plans.
CFP®, Series 66
Lewes, DE
Metz Capital Management LLC
Kirsten Lopez is a CFP® with three years of industry experience, currently serving as an advisor at Metz Capital Management LLC. Her prior experience includes roles at Merrill and Bell Rock Capital, LLC. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes portfolio diversification and periodic rebalancing, managing accounts with at least quarterly reviews and ongoing monitoring.
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