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William C

ChFC®, Series 66

Kailua Kona, HI

Edward Jones

William Cork is a Series 66 credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide 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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Aaron C

Series 66

Kailua Kona, HI

Edward Jones

Aaron Cork is a Series 66-licensed financial advisor with Edward Jones in Kailua Kona, HI, bringing four years of industry experience. Before joining Edward Jones in 2021, he worked for eight years with the City of Redmond Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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