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74 advisors near
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Out of 400,000+ nationwide
Joshua D
Series 63, Series 66
Sale Creek, TN
Edward Jones
Joshua Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones, he worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he serves as a Mentor Coordinator for the BNI I Gotta Guy Chapter in Southeast Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products supported by a large nationwide network of advisors and branch offices.
David B
Series 66
Cleveland, TN
Edward Jones
David Browand is a Series 66 licensed financial advisor with Edward Jones in Cleveland, TN, where he has worked since 2018. He has eight years of industry experience, including five years at Total Health Chiropractic prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Steven J
CFP®, Series 63, Series 66
Ooltewah, TN
Edward Jones
Steven Jones is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1993, accumulating 33 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Six Zero Pickleball, a company that offers pickleball equipment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Kari S
Series 66
Cleveland, TN
LPL Financial
Kari Schneidewind is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Kari worked at First Horizon Advisors, First Horizon Bank, and SunTrust Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, with access to model portfolios, third-party asset management, and institutional platforms.
Ronald M
Series 66
Cleveland, TN
Edward Jones
Ronald Markel is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked in various educational roles at Cleveland City Schools, Connections Education, Vicksburg Community Schools, and Bangor Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 advisors.
Bradley P
CFP®, Series 66
Cleveland, TN
Raymond James & Associates
Bradley Perkins is a CFP® professional with six years of industry experience currently with Raymond James & Associates. Prior to joining Raymond James in 2020, he worked at Liberty Mutual and spent twelve years at Regions Bank. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.
Paul H
Series 63, Series 66
Cleveland, TN
Edward Jones
Paul Hickman is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the United Way of Bradley Fund Distribution Committee, reviewing funding allocations for United Way agencies. 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, investment options, and fiduciary services through a nationwide network of more than 23,700 financial advisors.
Bradley H
CFP®, Series 66
Cleveland, TN
Edward Jones
Bradley Hudson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for five years at Easy Auto. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.
Jeffrey R
Series 63
Cleveland, TN
Ameriprise
Jeffrey Reed is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 34 years of industry experience. His career includes positions at Ameriprise since 2010, as well as prior roles at Charles Schwab and other advisory firms. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm utilizes a centralized team to produce customized Recommendation Reports and provides ongoing, non-discretionary retirement planning advice focused on income sources and tax-aware withdrawal strategies.
Christopher R
Series 66
Cleveland, TN
Edward Jones
Christopher Robinson is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously served 13 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
James D
Series 66
Ooltewah, TN
Genesis Investments
James Dees is a financial advisor at Genesis Investments with 12 years of industry experience. He has been with Genesis Investment Advisors, LLC since 2020 and previously worked at Edward Jones from 2014 to 2020. James holds a Series 66 designation. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages portfolios using asset-allocation strategies combined with fundamental, qualitative, and technical analysis, offering tailored investment solutions including biblically responsible portfolios.
Martin C
Series 66
Ooltewah, TN
Genesis Investments
Martin Conley Jr. is a financial advisor at Genesis Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining Genesis Investments. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs asset-allocation strategies combined with fundamental, qualitative, and technical analysis, managing portfolios using a variety of securities including individual stocks, bonds, ETFs, and mutual funds.
Melissa H
Series 66
Ooltewah, TN
Genesis Investments
Melissa Hill is a financial advisor at Genesis Investments with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Genesis Investment Advisors, LLC in 2025. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes a combination of asset-allocation strategies, fundamental and technical analysis, and offers biblically responsible investment portfolios.
Michele S
Series 66
Ooltewah, TN
Genesis Investments
Michele Sloan is a financial advisor at Genesis Investments with 13 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for over a decade. Additionally, Sloan serves as a check signer for Southern Sight and Sound. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, pension plans, and business entities. The firm employs a combination of asset-allocation strategies and fundamental, qualitative, and technical analysis to create and manage diversified portfolios, including offerings tailored to biblically responsible investing.
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Finding advisors...
74 advisors near
37312
within the area shown on the map
Out of 400,000+ nationwide