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Jennifer P

Series 66

Evans, GA

Edward Jones

Jennifer Phillips is a financial advisor at Edward Jones in Evans, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked for Mosquito Squad from 2019 to 2021 and held various roles in education. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

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

Series 66

Evans, GA

Edward Jones

Nicholas Cheadle is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones in 2023, he worked at Venesco, LLC, Supreme Orthopedic Systems, University Ambulance Services, and GrillMarx Steakhouse & Raw Seafood Bar. He holds a Series 66 designation and coaches CrossFit classes three times a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer Military & Veterans Founder/Business Owner Intergenerational Families
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James L

Series 66

Evans, GA

Edward Jones

James Lambert is a Series 66 licensed financial advisor with Edward Jones in Evans, GA, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he is involved in managing a rental property in Martinez, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Business ownership considerations Business succession planning Military & Veterans Executive Engineering Professional Doctor or Medical Professional Intergenerational Families
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