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Jason F

Series 66

Ormond Beach, FL

Edward Jones

Jason Frederick is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, he was employed at CHC Consulting Group, Family Health Source, Security First Insurance, and held positions at the University of Central Florida and Daytona State College. He serves as a trustee on the City of Ormond Beach Police Pension Trust Fund Board. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Joanna L

Series 66

Ormond Beach, FL

Edward Jones

Joanna Lemire is a financial advisor with Edward Jones in Ormond Beach, FL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously operated JL Financial Solutions, LLC for 25 years. Outside of financial advising, she assists established clients with computer software updates through a small business in Daytona Beach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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