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James M

Series 66

Apex, NC

Edward Jones

James McMahon is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry dating back to 2017. Prior to joining Edward Jones in 2025, he worked at PhilomathPM, The Emmes Company, Q2 Solutions, and HHMI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kevin O

CFP®, Series 66

Apex, NC

Edward Jones

Kevin Overcash is a financial advisor at Edward Jones in Apex, NC, holding CFP® and Series 66 designations with six years of industry experience. He previously worked at Piedmont Service Group for eight years before joining Edward Jones in 2019. Outside of advising, he owns and manages a vacation rental property in Atlantic Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates nationwide with over 23,000 financial advisors and offers various managed solutions and tax-efficient services under a fiduciary standard.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy ESG / Sustainable investing Wealth management Founder/Business Owner
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