Farmingdale, NY Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

322 Main Street

Farmingdale NY 11735

Advisors at this office

2

Advisors at this office

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Ellen B

Series 63, Series 65

Farmingdale, NY

Edward Jones

Ellen Broderick is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and 65 licenses. Her prior roles include positions at Peak Brokerage Services LLC, Diversified Solutions, Oppenheimer & Co, and Coastline Wealth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

James V

Series 66

Farmingdale, NY

Edward Jones

James Vafeas is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is a musician and co-band leader for the musical group County Line, and he also teaches adult education classes in line and couples dancing at the Farmingdale Union Free School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary managed solutions, separately managed accounts, and tax-efficient strategies.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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