Falls Church, VA Fairview Park Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

3110 Fairview Park Suite 910

Falls Church VA 22042

Advisors at this office

4

Advisors at this office

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Mason G

Series 66

Falls Church, VA

Edward Jones

Mason Gumm is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, he worked with MassMutual and Vineyard Vines. He has experience as an insurance broker of life and disability products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated financial products.

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

Mary C

Series 66

Falls Church, VA

Edward Jones

Mary Coats is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Department of Health and Human Services within the National Institutes of Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Government Employee Founder/Business Owner Intergenerational Families

Shane K

Series 66

Falls Church, VA

Edward Jones

Shane Keogh is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at the University of Minnesota - Twin Cities, SATCOM Direct, The Swift Group, Perspecta, and Caci. Outside of his advisory role, Keogh is a member of NorthXLV LLC, which is purchasing franchise rights for the Tiger Sugar bubble tea shop in Minneapolis. 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 offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Military & Veterans Technology Professional

Andrew C

Series 66

Falls Church, VA

Edward Jones

Andrew Coats is a Series 66-licensed financial advisor with Edward Jones in Falls Church, VA, and has 19 years of industry experience. He worked at CitiGroup Global Markets INC for five years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Family Business Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Government Employee Founder/Business Owner
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