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 66
Experience Industry experience
12 years
Location
Boone, NC 28607
Edward Jones
Institution
Jason Sirmon is a financial advisor with Edward Jones based in Boone, North Carolina. He holds a Series 66 designation and has 12 years of industry experience, with Edward Jones being his only listed firm since 2013. Outside of his advisory role, he is involved in consulting and continuing education through the Sirmon Training & Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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.
Boone, NC Meadowview Drive
147 Meadowview Drive
Boone NC 28607
Advisors at this office
1
North Carolina · Texas
12 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.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
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 65
Boone, NC
E2I Financial Group, LLC
Jonathan Davis is a Series 65 credentialed financial advisor with 11 years of industry experience. He is the principal of E2I Financial Group, LLC and has also owned JAD Financial Group, LLC since 2004, focusing on life insurance and income planning using fixed annuities. Prior to his current roles, he spent a year at Horter Investment Management. E2I Financial Group, LLC serves individual clients primarily aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular and broad-based financial planning along with asset management, using third-party registered investment advisors for tactical mutual fund and ETF allocations guided by written Investment Policy Statements.
Series 65
Blowing Rock, NC
Fortis Wealth Management
Liam Gilroy is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has military service in both the United States Army and the Army National Guard, where he continues to serve in a reserve capacity. Outside of advising, he is involved in managing rental properties through Magnolia Operations LLC. Fortis Wealth Management serves individuals, families, and plan sponsors by providing asset management, financial planning, retirement-plan advisory, and business development services. The firm uses a combination of cyclical, fundamental, and technical analyses in its investment approach and offers regular educational seminars and a business development advisory practice.
CFP®, Series 63
Boone, NC
IronBridge Wealth Counsel, LLC
Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.
CFP®, Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Elizabeth Barrett is a CFP® professional with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. for 30 years. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside comprehensive financial planning and consulting. Sterling Wealth Advisors manages over $200 million in client assets with a small team, implementing customized portfolios using no-load mutual funds, ETFs, fixed income, and government securities.
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Lowes' Food and attended Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary investment management along with comprehensive financial planning and consulting services. The firm manages over $200 million in client assets through customized portfolios using no-load mutual funds, ETFs, fixed income, and U.S. government securities.
Series 65
Blowing Rock, NC
Fortis Wealth Management
Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserve. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm uses a combination of cyclical, fundamental, and technical analysis along with long- and short-term trading strategies, and it offers educational seminars and business development advisory services.
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