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Alex H

CFP®, CFA®, Series 65, Series 63

Mount Pleasant, SC

Edward Jones

Alex Hale is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Fidelity Investments, Morgan Stanley, J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Mesirow Financial, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and comprehensive service offerings, including trust services and securities-based lending.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Jarrod E

Series 66

Mount Pleasant, SC

Edward Jones

Jarrod Elvis is a Series 66-licensed financial advisor with Edward Jones, based in Mount Pleasant, South Carolina. He has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, maintaining a large nationwide network of financial advisors and branches while operating under a fiduciary standard.

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