Heath, OH Hopewell Dr 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

681 Hopewell Dr Suite 1 D

Heath OH 43056

Advisors at this office

2

Advisors at this office

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Edward L

Series 66

Heath, OH

Edward Jones

Edward Lowry Jr. is a financial advisor at Edward Jones with one year of industry experience and a Series 66 designation. Prior to joining Edward Jones, he was involved in various entrepreneurial ventures, including owning Magic Mobile LLC, a mobile phone repair and resale business, and Scratch Terminator LLC, which provides mobile car detailing services. He has also worked as a repair technician at Screenshot Repair. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

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

Series 63

Heath, OH

Edward Jones

Edward Lowry is a financial advisor with Edward Jones, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as vice president or director of several companies, including BSI Industries Inc, Energrand Inc, and RentalTown.com Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

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