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Jonathan C

Series 66

Johnson City, TN

Edward Jones

Jonathan Coward is a financial advisor with Edward Jones in Johnson City, TN. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Inheritance planning Planning for children with special needs Military & Veterans Intergenerational Families
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Howard H

CFP®, Series 66

Johnson City, TN

Edward Jones

Howard Hunt is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He is based in Johnson City, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices while providing both discretionary and non-discretionary strategies under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Daniel H

Series 66

Johnson City, TN

Edward Jones

Daniel Hunt is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously served in the United States Army for eight years. Outside of his advisory role, he works as an affiliate broker in real estate with Berkshire Hathaway HomeServices Greg Cox Real Estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

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