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Connor C

CFP®, Series 66

Arlington, WA

Edward Jones

Connor Cummings is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in property ownership through CMK Property Investment LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Cordell C

Series 66

Arlington, WA

Edward Jones

Cordell Cummings is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he gained diverse experience through various positions, including at NC Machinery and Western Washington University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement withdrawal strategies Founder/Business Owner Technology Professional
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