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Jason G

CFP®, Series 66

Melbourne, FL

Edward Jones

Jason Gaskins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2021, he worked at Waddell & Reed Inc and Gabriel Penfield, and served for over two decades in the Department of Defense. He formerly held a position on the Planning & Zoning Commission for the City of Saint Michael, Minnesota. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients across a broad range of segments. The firm offers a wide array of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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David P

Series 66

Melbourne, FL

Edward Jones

David Palmbach is a Series 66 credentialed financial advisor with 26 years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years with Morgan Stanley Smith Barney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans LGBTQIA
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