Bethesda, MD Old Georgetown Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,118 advisors across 14,150 offices

Location

7500 Old Georgetown Road, Suite 900

Bethesda MD 20814

Advisors at this office

5

Advisors at this office

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Wojtek W

CFP®, Series 66

Bethesda, MD

Edward Jones

Wojtek Wilczynski is a CFP® credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously practiced law at The WPW Law Firm, PLC from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary investment solutions under a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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

Series 66

Bethesda, MD

Edward Jones

Alex Andrade is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and six years of industry experience. Prior to his current role at Edward Jones, he worked at VisionWorks and Mens Warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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 with approximately $1.01 trillion in assets under management.

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

CFP®, Series 63

Bethesda, MD

Edward Jones

Nicholas Onder is a CFP® certificant with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is a partner in multiple conservation partnerships based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions 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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Allison M

Series 66

Bethesda, MD

Edward Jones

Allison Mulhare is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Schurman Retail Group from 2013 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers 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.

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

Series 66

Bethesda, MD

Edward Jones

Sarah Adam is a Series 66-licensed financial advisor with Edward Jones, based in Bethesda, MD, and has one year of industry experience. She previously served on the Advisory Board at Optum for six years and was involved with the American Nurses Association for five years. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a variety of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets under management.

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