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Christopher F

Series 66

Woodstock, GA

Edward Jones

Christopher Fleming is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Mill Springs Academy and was involved with the Atlanta Humane Society. 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 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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Nicholas H

Series 66

Woodstock, GA

Edward Jones

Nicholas Holguin is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Family Heritage Division of Globe Life, Hutchinson Automotive Group, State Farm, and GEICO Corporate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Public Service Employee
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Travis L

CFP®, ChFC®, Series 66

Woodstock, GA

Edward Jones

Travis Lowis is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. 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 programs, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and comprehensive affiliated services.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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