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Joseph S

Series 66, Series 63

Wesley Chapel, NC

Edward Jones

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he works as a personal trainer at Anytime Fitness and coaches group fitness at ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of managed solutions and advisory services with over $1 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

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

ChFC®, Series 66

Wesley Chapel, NC

Edward Jones

Jonathan Chow is a financial advisor with Edward Jones in Wesley Chapel, NC. He holds the ChFC® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions with the Charlotte Surgery Center and the Charlotte-Mecklenburg Police Department. He serves as a Reserve Deputy with the Mecklenburg County Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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