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Jordan P

Series 66

Jacksonville, FL

Edward Jones

Jordan Parks is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, FL. He has one year of industry experience and previously worked in various legal roles at several law firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by 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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Micah C

Series 66

Jacksonville, FL

Edward Jones

Micah Carter is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked at Merrill and has experience in real estate and hospitality. Outside of his advisory role, he manages several rental properties in Sylva, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of advisors and branch offices nationwide.

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

CFP®, Series 63, Series 65

Jacksonville, FL

Edward Jones

Kristin Vonnes is a CFP® professional with 24 years of industry experience. She is currently with Edward Jones and previously held roles at Raymond James & Associates and Morgan Stanley. 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, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Jacksonville, FL

Edward Jones

Fred Culvyhouse is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He worked at Deutsche Bank Securities Inc. from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 66

Jacksonville, FL

Edward Jones

Damien Rend is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Citadel Tax Advisors for three years. Rend is also the single member of Rend Property Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and services supported by a large national network of financial advisors and branch offices.

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