Fredericksburg, VA 2302 Emancipation Hwy 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

2302 Emancipation Hwy, Suite A

Fredericksburg VA 22401-2116

Advisors at this office

2

Advisors at this office

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Joseph L

Series 66

Fredericksburg, VA

Edward Jones

Joseph Lanford Jr. is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 credential with two years of industry experience. His prior work includes roles at Atlantic Union Bank, American Financial Network, Union Home Mortgage, and Stearns Lending. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Paul L

ChFC®, Series 66

Fredericksburg, VA

Edward Jones

Paul Lee III is a financial advisor at Edward Jones with the designations ChFC® and Series 66, bringing six years of industry experience. He has served with Edward Jones since 2019 and concurrently holds the rank of Colonel in the United States Marine Corps Reserve, where he acts as a career counselor for senior aviators. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner Government Employee
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