Jennifer B Edmondson

Advisor at Merrill — Anniston, AL Leighton Ave

Updated today

Credentials

Series 66

Experience

2 years

Location

Anniston, AL 36207

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Jennifer Edmondson is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she works directly with clients to understand their financial situations and introduce them to solutions through Merrill and Bank of America. She assists clients in identifying their priorities and developing strategies to pursue their financial goals.

Jennifer's expertise includes helping clients manage competing financial demands, such as purchasing a home, saving for college, caring for elderly parents, and preparing for healthcare needs. She provides one-on-one guidance to define goals and develop portfolio strategies tailored to individual needs. As situations evolve, she offers ongoing advice to adapt portfolios accordingly.

She holds a Bachelor's Degree from Jacksonville State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer is involved in her community through participation with the Anniston Lions Club and is a member of Hill Crest Baptist Church.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

College savings (529s, UTMA, etc.) Home buying Elder care planning

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Anniston, AL Leighton Ave

1011 Leighton Ave

Anniston AL 36207

Advisors at this office

5

Most active in

Alabama · Texas

Work history

2 years of industry experience

Bank of America, N.A.

2024 - Present • 2 years

Anniston, AL

Merrill

2021 - Present • 5 years

Anniston, AL

BB&T Now Truist

2018 - 2021 • 3 years

Alexandria, AL

WordSouth Public Relations

2016 - 2018 • 2 years

Rainsville, AL

America's First Federal Credit Union

2014 - 2016 • 2 years

Oxford, AL

Disclosures

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

Business activities & affiliations

user avatar

Thomas M

Series 63

Anniston, AL

Mcnaron Group, Inc.

Thomas Mcnaron III is a financial advisor with Mcnaron Group, Inc. in Anniston, Alabama. He holds a Series 63 designation and has 33 years of industry experience, having been with Mcnaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified approach primarily using common stocks and exchange-traded funds with fixed-income holdings. The firm emphasizes fundamental analysis and maintains selective client relationships, operating with full discretionary authority and conducting weekly account reviews.

Active portfolio management
user avatar

Padric L

Series 65

Anniston, AL

Mcnaron Group, Inc.

Padric Lee is a financial advisor at McNaron Group, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of advisory work, he has engaged in ridesharing and food catering roles during non-trading hours. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified stock and fixed-income ETF approach. The firm manages approximately $20.7 million across 43 client accounts and emphasizes fundamental analysis with a selective client base.

Active portfolio management
user avatar

Penny M

Series 65

Oxford, AL

Advisory Services Network

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Michael H

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
user avatar

Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Apex Financial Group and Equis Financial. Reeves is also the founder of Apex Financial Group, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies supported by regular reporting and model trade signals.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar

Brittany C

Series 66

Anniston, AL

Truist Advisory Services

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Founder/Business Owner Executive
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