Jesse Dale is a financial advisor with Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Fidelity Investments, Lido Advisors, LLC, and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Jason York is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation and with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The Home Depot/Interline Brands for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.