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Eric G

Series 63, Series 66

Newport, OR

Edward Jones

Eric Greenawald is a financial advisor with Edward Jones in Newport, Oregon, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,700 financial advisors and 15,100 branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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