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Brandon F

CFP®, Series 63, Series 66

Winter Springs, FL

Edward Jones

Brandon Fair is a Certified Financial Planner® at Edward Jones with 11 years of industry experience. He previously worked at JPM Institutional Investments Inc., JPMorgan Asset Management, and JPMorgan Distributions Services Inc. since 2014. His current role at Edward Jones began in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors and offers discretionary and non-discretionary strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Kelly E

Series 66

Winter Springs, FL

Edward Jones

Kelly Ellwood Polk is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2023, following a prior tenure at the firm from 2002 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment strategies through a 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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Justine S

Series 66

Winter Springs, FL

Edward Jones

Justine Sachetta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of advising, she is owner and personal trainer at Good Life Fitness, where she provides in-home training services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Retirement income strategy General retirement planning Educators, Teachers, and Academics
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