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Norman J

Series 63, Series 66

Linwood, NJ

Edward Jones

Norman Johnson Jr. is a financial advisor with Edward Jones in Linwood, NJ, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a check signer for Calvary Chapel Ocean City NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Series 66

Linwood, NJ

Edward Jones

Kimberly Kern is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2014, including her current tenure from 2023 onward. Outside of her advisory work, Kern serves as Vice President of the Linwood Nursery School and is an administrator for the J19 Foundation, where she is involved in social media, event planning, and volunteer coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its extensive network of advisors and branches, along with affiliated services such as a trust company and proprietary mutual funds.

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

Series 66

Linwood, NJ

Edward Jones

Kyle Johnson is a financial advisor at Edward Jones in Linwood, NJ, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he volunteers at Coastal Christian Ocean City, overseeing broadcast audio and video operations during services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Tracy J

Series 66

Linwood, NJ

Edward Jones

Tracy Johnson is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Johnson worked in education, including roles at The Geneva School of Manhattan and Canarsie Ascend Charter School. Johnson has also served as a substitute teacher within the Linwood Public Schools. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Inheritance planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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