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Randall R

CFP®, Series 66

Aberdeen, MS

Edward Jones

Randall Rollins is a CFP® and Series 66 licensed financial advisor with Edward Jones in Aberdeen, MS, where he has worked since 2017. He has nine years of industry experience, including prior roles as an independent contractor for several firms and eight years at Crown Liquors. 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, discretionary and non-discretionary strategies, and affiliated investment products.

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

CFP®, Series 63, Series 66

Aberdeen, MS

Edward Jones

Nolan Bowen is a CFP®-designated financial advisor with Edward Jones in Aberdeen, MS, with 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Jason H

Series 63, Series 66

Amory, MS

Edward Jones

Jason Heleniak is a financial advisor with Edward Jones in Amory, Mississippi, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and additional financial services.

General retirement planning Retired Founder/Business Owner Executive
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