Fort Mitchell, KY Grandview Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

2366 Grandview Drive

Fort Mitchell KY 41017

Advisors at this office

3

Advisors at this office

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Jackson T

CFP®, Series 66

Fort Mitchell, KY

Edward Jones

Jackson Thomas is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Mitchell, KY, with five years of industry experience. Before joining Edward Jones in 2021, he worked at Keyence Corporation for one year and was a full-time college student for four years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

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

Nathan M

Series 66

Fort Mitchell, KY

Edward Jones

Nathan Monks is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at The Procter & Gamble Company for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Robert H

Series 66

Fort Mitchell, KY

Edward Jones

Robert Hageman is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Touchstone Merchandise Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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