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Juan B

Series 66

Jacksonville, FL

Edward Jones

Juan Babich is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branches.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive Hispanic/Latino/Latinx
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David M

CFP®, Series 66

Jacksonville, FL

Edward Jones

David Mc Donough is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Jacksonville, FL. He has 11 years of industry experience, all of which he has spent at Edward Jones since 2014. 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 under management and offers a wide range of advisory solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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