Grants Pass, OR NE Beacon Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,148 offices
Location
162 NE Beacon Dr Ste 119
Grants Pass OR 97526
Advisors at this office
2
Advisors at this office
Paul H
Series 63, Series 66
Grants Pass, OR
Edward Jones
Paul Hart is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 66 designations. Outside of his advisory work, he owns and manages a bed and breakfast in Grants Pass, Oregon. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Marie R
Series 66
Grants Pass, OR
Edward Jones
Marie Randolph is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she owns and manages a single-family residential rental property in Grants Pass, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors.
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