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John M

Series 63, Series 66

Boston, MA

Edward Jones

John McCarthy is a financial advisor with Edward Jones in Boston, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Founder/Business Owner
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Stephen K

CFP®, Series 66

Boston, MA

Edward Jones

Stephen Kagan is a CFP®-credentialed financial advisor with seven years of industry experience, all with Edward Jones in Boston, MA. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Michael H

Series 66

Boston, MA

Edward Jones

Michael Hughes is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his career in financial advising, he was employed by Marriott International and Starwood Hotels & Resorts for over a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retirement income strategy Retirement withdrawal strategies Retired Founder/Business Owner Executive
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