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James E

Series 63, Series 66

Clanton, AL

Edward Jones

James Edwards Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is president and owner of JEE Holding Company Inc, a corporation that owns the office building used by his Edward Jones practice. 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 options, operating under a fiduciary standard and supporting its services with a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kristen G

Series 66

Clanton, AL

Edward Jones

Kristen Guy is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Paylocity and Cintas. Kristen serves as a board member for the YMCA of Chilton County, where she participates in fundraising and supports program planning for children. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Liquidity event planning Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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