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Bradley E

Series 63, Series 66

Winter Park, FL

Edward Jones

Bradley Erb is a financial advisor with Edward Jones in Winter Park, FL, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors, offering various advisory strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.

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

CFP®, Series 66

Winter Park, FL

Edward Jones

Julie Tecau is a CFP® and holds a Series 66 license with five years of industry experience. She has been with Edward Jones since 2021 and is based in Winter Park, FL. 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 strategies, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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