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Mary K

Series 66

Quincy, MA

Edward Jones

Mary Kelly is a Series 66-licensed financial advisor with Edward Jones in Quincy, MA, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked there from 2003 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Quincy, MA

Edward Jones

Ava Asai Sarris is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. She previously worked at Benefit Street Partners and Floyd Advisory LLC. 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 and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Quincy, MA

Edward Jones

Jack Hall is a financial advisor at Edward Jones in Quincy, MA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2026, he worked at Eaton Vance/Morgan Stanley from 2021 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

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