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Gregory K

Series 66

Southport, CT

Edward Jones

Gregory Kuhfeldt is a financial advisor with Edward Jones in Southport, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at BlackRock for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business succession planning Retirement income strategy Wealth management General estate planning guidance Professional Athlete Entertainment Industry Founder/Business Owner
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Thomas H

Series 66

Southport, CT

Edward Jones

Thomas Hansen is a financial advisor at Edward Jones in Southport, CT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Petra Data, Inc. and community involvement with Grace Evangelical Free Church and Renaissance Church. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers various 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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Jared M

Series 66

Southport, CT

Edward Jones

Jared Miller is a Series 66-licensed financial advisor with Edward Jones in Southport, CT, bringing 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Westport Capital Markets LLC, Peter R Mack & Co Inc, and David Kleinberg Design Associates Inc. Outside of his advisory work, Miller is involved in interior design through Om In The Home, LLC and operates a photography business under Jared Miller LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and features one of the largest retail advisor and branch networks in the industry.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Early retirement planning Professional Athlete Entertainment Industry
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