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Stephen S
Series 65, Series 63
Winterville, NC
Edward Jones
Stephen Sharpe is a financial advisor with Edward Jones in Winterville, NC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones, he spent eight years at Cory Kennedy State Farm and has held roles in other service industries. He is also involved as an agent team member in Cory Kennedy's Insurance Agency. 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 solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.
Joshua S
CFP®, Series 66
Winterville, NC
Edward Jones
Joshua Sweeley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Winterville, NC. He has eight years of industry experience, including four years at Winterville Insurance before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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