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Ryan R

CFP®, Series 66

Richmond, VA

Edward Jones

Ryan Rettberg is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones, he worked as a professional golfer from 2017 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Inheritance planning Founder/Business Owner
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Cameron M

CFP®, Series 66

Richmond, VA

Edward Jones

Cameron Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with six years of industry experience. He previously worked at Lord, Abbett & Co. LLC and HearingLife before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Austin P

CFP®, Series 66

Richmond, VA

Edward Jones

Austin Pierce is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Anchor Insurance Group, Virginia Tech Rec Sports, and CRH Catering. 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 manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Bradley D

Series 63, Series 66

Richmond, VA

Edward Jones

Bradley Dalton is a financial advisor with Edward Jones in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a branding and marketing business that offers promotional design ideas and is a partner in a real estate venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and advisory services. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

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

Series 66

Richmond, VA

Edward Jones

Jacqueline Harrell is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Henrico County Public Schools and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

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