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Jeffrey B

Series 63, Series 66

Hilton Head Island, SC

Edward Jones

Jeffrey Bradley is a financial advisor with Edward Jones in Hilton Head Island, SC, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a member of the South Carolina House of Representatives and is co-owner of Southern Bar B-Q in Muscle Shoals, AL. He is also president of Calibogue Marine LTD and a board member of The Cypress in Hilton Head. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

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

Series 66

Hilton Head Island, SC

Edward Jones

Agnes Schmidt is a financial advisor with Edward Jones, holding a Series 66 designation and bringing four years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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