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Regan V

Series 66

Poquoson, VA

Edward Jones

Regan Van Cura is a financial advisor at Edward Jones in Poquoson, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Regan worked at AR Workshop and The Office Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides additional services including trust operations, affiliated mutual funds, and securities-based lending.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals Women's Finance Religious/faith focused
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Jonathan E

CFP®, Series 65, Series 63

Poquoson, VA

Edward Jones

Jonathan Epler is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has worked at Edward Jones since 2017 and previously at Ameriprise Financial Services from 2015 to 2017. He is based in Poquoson, VA. 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 plans for business owners (SEP, solo 401k) Stock option exercise strategy Liquidity event planning Wealth management Founder/Business Owner Military & Veterans Values-based investing Religious/faith focused
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Autumn E

CFP®, Series 66

Poquoson, VA

Edward Jones

Autumn Epler is a CFP® certificant and holds a Series 66 license, with nine years of experience in the financial industry. She has been with Edward Jones since 2016 and previously worked at Natty Beau LLC for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, 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.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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