Dacula, GA Teron Trace Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,159 offices

Location

2089 Teron Trace Suite 225

Dacula GA 30019

Advisors at this office

5

Advisors at this office

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Ronald L

CFP®, ChFC®, Series 66

Dacula, GA

Edward Jones

Ronald Lee Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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, 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

Brian B

Series 63, Series 66

Dacula, GA

Edward Jones

Brian Blough is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive Widow/Widower

Davis B

Series 66

Dacula, GA

Edward Jones

Davis Blough is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work includes roles at Boehringer-Ingelheim, Pro Unlimited, Uber Technologies, Relaxing Air, NAVEX Global, PCM, and Mississippi State University. 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 manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Thomas M

Series 66

Dacula, GA

Edward Jones

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. 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 financial advisors and branch offices.

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

Clark J

Series 66

Dacula, GA

Edward Jones

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Military & Veterans Founder/Business Owner
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