Augusta, ME Stone Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

85 Stone Street

Augusta ME 04330-0000

Advisors at this office

2

Advisors at this office

Samuel O

Series 66

Augusta, ME

Edward Jones

Samuel Oppenheim is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Mattress Firm from 2015 to 2019. Oppenheim holds the Series 66 designation and is based in Augusta, Maine. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Early retirement planning Wealth management Retired Founder/Business Owner Executive

Eliot S

Series 66

Augusta, ME

Edward Jones

Eliot Sergent is a Series 66-credentialed financial advisor with Edward Jones in Augusta, ME. He began his career with Edward Jones in 2025 and has prior experience in various roles at companies including Charter Communications and Home Solutions USA LLC. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

General retirement planning Passive / index investing ESG / Sustainable investing Retired Founder/Business Owner Executive
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