Griffin, GA West Taylor St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

116 West Taylor St

Griffin GA 30223

Advisors at this office

2

Advisors at this office

Jonathan S

CFP®, Series 66

Griffin, GA

Edward Jones

Jonathan Swatts is a financial advisor at Edward Jones in Griffin, GA, holding CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Calcasieu Area Council from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Business exit / sale strategy Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner

Robert W

ChFC®, Series 66

Griffin, GA

Edward Jones

Robert Whitaker is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Rawden Joint Ventures from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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