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Jackson H

Series 66

Marietta, GA

Edward Jones

Jackson Heinlen is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Edward Jones and has prior experience at Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through 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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Ragan G

Series 63, Series 66

Marietta, GA

Edward Jones

Ragan Gootee is a financial advisor with Edward Jones in Marietta, GA, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Parable Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Joshua T

CFP®, Series 66

Marietta, GA

Edward Jones

Joshua Tenery is a Certified Financial Planner (CFP®) with 18 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Marietta, GA. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and maintains a large nationwide network of advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ryan B

Series 66

Marietta, GA

Edward Jones

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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