Fairmont, WV Technology Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

1000 Technology Dr Ste 1335

Fairmont WV 26554

Advisors at this office

4

Advisors at this office

Jesse A

Series 66

Fairmont, WV

Edward Jones

Jesse Ayers II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in the contracting and holdings sectors, working at Triad Holdings LLC, Veritas Contracting, LLC, and Rogers Electrical Contracting Co. Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining 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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Jeffrey B

Series 66

Fairmont, WV

Edward Jones

Jeffrey Boyles is a Series 66 licensed financial advisor with Edward Jones in Fairmont, WV, where he has worked since 2018. He has seven years of industry experience, including three years at Civil & Environmental Consultants prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

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

Lisa S

Series 66

Fairmont, WV

Edward Jones

Lisa Stover is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors and GCC Technologies LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals
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Andrew R

Series 66

Fairmont, WV

Edward Jones

Andrew Rubenstein is a Series 66 credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive nationwide network of advisors and branch offices.

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