Brooksville, FL N Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,148 offices
Location
7 N Main Street
Brooksville FL 34601-2808
Advisors at this office
2
Advisors at this office
Richard S
Series 66
Brooksville, FL
Edward Jones
Richard Shaw is a financial advisor with Edward Jones in Brooksville, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Broc V
Series 66
Brooksville, FL
Edward Jones
Broc Valdez is a financial advisor with Edward Jones in Brooksville, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he held roles at Technical Pump, Sams Club, Southern Hills Plantation Club, and M&C Fence. He serves as the finance chair for the Kiwanis Club in Brooksville and is a silent partner in a pressure washing business based in Leesburg, FL. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.
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