Danville, VA Piney Forest Rd 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
500 Piney Forest Rd, Suite C
Danville VA 24540
Advisors at this office
2
Advisors at this office
Joshua B
Series 66
Danville, VA
Edward Jones
Joshua Barrett is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.
Phillip T
Series 66
Danville, VA
Edward Jones
Phillip Thompson is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.
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