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Chase H

Series 63, Series 66

Taylors, SC

Edward Jones

Chase Holmes is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at Saybrus Equity Services, LLC and Prudential Insurance Company of America. He holds Series 63 and Series 66 designations. 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 advisory programs and managed strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Judith B

CFP®, ChFC®, Series 66

Taylors, SC

Edward Jones

Judith Brown is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she co-manages a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and maintains a large national network of advisors and branches.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business succession planning Executive Founder/Business Owner
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John A

Series 63, Series 66

Taylors, SC

Edward Jones

John Allen is a financial advisor with Edward Jones in Taylors, South Carolina, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves on the finance committee for the South Carolina State Child Evangelism Fellowship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
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