Clearwater, FL Mc Cormick Dr 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

2625 Mc Cormick Dr Ste 101

Clearwater FL 33759-1077

Advisors at this office

2

Advisors at this office

Nicholas H

CFP®, Series 63, Series 65

Clearwater, FL

Edward Jones

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance Executive

Justin K

CFP®, Series 66

Clearwater, FL

Edward Jones

Justin Ketcham is a CFP® certificant with eight years of experience in the financial industry. He has been with Edward Jones since 2018 and previously held positions at Dollar General, the Federal Reserve Bank of St. Louis, Bull-or-Bear Finance, and Dot Foods, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive Government Employee
View complete list of advisors at this office
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