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Cindee H

Series 66

Clinton, MS

Edward Jones

Cindee Herlocker is a Series 66 licensed financial advisor with Edward Jones in Clinton, MS, where she has worked since 2012. She has 14 years of industry experience. Outside of her advisory role, she is a member and 51% owner of C&J Marketing LLC, a marketing and sales business based in Madison, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning ESG / Sustainable investing Founder/Business Owner Intergenerational Families Religious/faith focused Values-based investing
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