Crestview, FL Premier Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

100 Premier Drive Ste B

Crestview FL 32539

Advisors at this office

2

Advisors at this office

Allen F

Series 66

Crestview, FL

Edward Jones

Allen Farr is a financial advisor with Edward Jones in Crestview, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Liberty Baptist Church and Olive Baptist Church for a combined 14 years. 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 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

ESG / Sustainable investing Engineering Professional Educators, Teachers, and Academics Government Employee Widow/Widower
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Eleonora K

Series 66

Crestview, FL

Edward Jones

Eleonora Kovacs is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017, following a one-year tenure at ORI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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