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Curtis B

Series 66

Knoxville, TN

Edward Jones

Curtis Bare III is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrive Lot, Inc., the University of Tennessee, and Weill Cornell Medicine. 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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Arlis S

Series 66

Knoxville, TN

Edward Jones

Arlis Steel is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has served in the US Naval Reserves since 2014. Outside of his advisory role, he co-owns a vacation home occasionally rented to supplement its cost. 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, supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Retirement income strategy Planning for children with special needs Wealth management Military & Veterans Founder/Business Owner
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