Bethesda, MD Rockledge Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,149 offices

Location

6903 Rockledge Dr Suite 770

Bethesda MD 20817-7011

Advisors at this office

3

Advisors at this office

Shay T

CFP®, Series 66

Bethesda, MD

Edward Jones

Shay Thomson is a CFP® with 10 years of experience at Edward Jones in Bethesda, MD. He has served at Edward Jones since 2016. Outside of his advisory role, Thomson is a managing partner of McDonogh LLC, a real estate investment business in York, PA, where he provides periodic consultation on significant portfolio transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 financial advisors.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Carmen P

CFP®, Series 66

Bethesda, MD

Edward Jones

Carmen Peluso is a CFP® and holds a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. 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, separate managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Wealth management Retired Founder/Business Owner Executive

Adrian C

Series 66

Bethesda, MD

Edward Jones

Adrian Calame is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Engineering, Solutions and Products LLC (ESP) from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Wealth management General retirement planning Retirement income strategy Military & Veterans Government Employee
View complete list of advisors at this office
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