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Grant H

Series 66

Wilmington, NC

Edward Jones

Grant Harris is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023, following a one-year tenure at Equitable Advisors. Outside his advisory roles, he has been involved with the Chapel Hill Community Garden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Wilmington, NC

Edward Jones

Ashley Thornton is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and one year of industry experience. Her background includes two years at Edward Jones and prior roles outside the financial industry, including work at a preschool. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 63, Series 66

Wilmington, NC

Edward Jones

James Cowgill is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Wilmington, NC since 2008. His credentials include Series 63 and Series 66 registrations. Outside of advising, he is a manager of JCE Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

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