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Dylan J

Series 66

Aiken, SC

Edward Jones

Dylan Jones is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He previously worked six years at Morgan Stanley & Co., LLC and has experience in mortgage lending and real estate capital. Outside of finance, he holds a leadership role at a Chick-fil-A in Aiken, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin J

Series 66

Aiken, SC

Edward Jones

Kevin Jones is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers various investment strategies and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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