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Jeremy S
Series 66
Alpharetta, GA
Edward Jones
Jeremy Stafford is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at LexisNexis Risk Solutions and UPS Capital. Outside of advising, he and his wife own a short-term vacation rental and are acquiring a home services business, where he manages financial reporting and online marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor and branch networks in the industry.
Philip D
Series 66
Alpharetta, GA
Edward Jones
Philip Downing is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His previous roles include positions at Base64.ai, Inc., NiX Software, Inc., and Arcos LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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