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Jacob B
CFP®, Series 66
Fredericksburg, VA
Edward Jones
Jacob Burke is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Public Partnerships from 2015 to 2017. He is based in Fredericksburg, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.
August A
Series 66
Fredericksburg, VA
Edward Jones
August Adriani is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2024, he worked at Allstate, Coldwell Banker Elite, and Geico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies with a fiduciary standard and supports its services through a nationwide network of financial advisors and branch offices.
Devin B
Series 66
Fredericksburg, VA
Edward Jones
Devin Bateman is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 designation. He has been with Edward Jones since 2026 and has previous experience in education and other roles dating back to 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches as well as affiliated services such as a trust company and securities-based lending.
Denise F
CFP®, Series 65, Series 63
Fredericksburg, VA
Edward Jones
Denise Frazer is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Edward Jones since 2024 and previously spent nine years with First Command Advisory Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Benjamin M
ChFC®, Series 63, Series 66
Fredericksburg, VA
Edward Jones
Benjamin Maxwell is a financial advisor with Edward Jones in Fredericksburg, VA, holding the ChFC® designation along with Series 63 and 66 licenses. He has 20 years of industry experience, including over two decades with Edward Jones since 2005. Outside of his advisory role, he is a passive owner of a cheer gym in Richmond, VA. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services supported by a nationwide network of financial advisors and branch offices.
Jessica D
Series 66
Fredericksburg, VA
Edward Jones
Jessica Donelson is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Truist Bank for eight years. She also works as an independent consultant for Rodan and Fields, selling skincare and haircare products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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