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Jason S

Series 66

Boone, NC

Edward Jones

Jason Sutherland is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Samaritan's Purse for nine years. He holds a Series 66 designation. Sutherland serves as a board member of the Ashe County Community Foundation in Hickory, NC, assisting in decisions regarding community grant awards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Isaac C

Series 66

Boone, NC

Edward Jones

Isaac Church is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Samaritan's Purse and Lowe's Companies, Inc., and has a background that includes nearly a decade of self-employment. Outside of his financial advisory role, he occasionally photographs weddings for friends and family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving tax strategies Family Business Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Intergenerational Families Religious/faith focused Values-based investing
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John R

Series 63, Series 66

Boone, NC

Edward Jones

John Ritter is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is president of Wild Mountain Honey, an industrial design firm, where he oversees royalty collections and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy ESG / Sustainable investing Wealth management Founder/Business Owner
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