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Steven E

Series 63

Daphne, AL

Edward Jones

Steven Ellison is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, he serves as a minister and is president of an office rental business, L&R Ventures, LLC, based in Daphne, AL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory strategies under a fiduciary standard.

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

Series 66

Daphne, AL

Edward Jones

Clay Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education and counseling roles, including positions at Point University and Cultivate Counseling. Clay also has experience with community and youth organizations such as Bayshore Christian School and the University of South Alabama Wesley Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Early retirement planning Wealth management Retired Founder/Business Owner Executive
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