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James S

ChFC®, Series 63, Series 66

Satellite Beach, FL

Edward Jones

James Szczybor is a financial advisor with Edward Jones in Satellite Beach, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at T. Rowe Price and Amazon. Outside of finance, he assists his wife by managing annual report filings for her medical business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, proprietary funds, and tax-efficient services under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Joel S

Series 63, Series 66

Satellite Beach, FL

Edward Jones

Joel Sanders is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Big Blue for six years and 5nine for two years. 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 solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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