Hendersonville, NC E Allen Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

101 E Allen Street Suite 208

Hendersonville NC 28792

Advisors at this office

3

Advisors at this office

Eric P

Series 66

Hendersonville, NC

Edward Jones

Eric Perless is a financial advisor at Edward Jones in Hendersonville, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at the North American Securities Administrators Association and has experience in roles including political campaigning and education. He also co-owned a coffee lounge for several years. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing Founder/Business Owner

Mark I

Series 63, Series 66

Hendersonville, NC

Edward Jones

Mark Isabelli is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,700 financial advisors.

Divorce financial planning General retirement planning Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Christopher W

Series 66

Hendersonville, NC

Edward Jones

Christopher West is a financial advisor with Edward Jones in Hendersonville, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at 3DFS, LLC and First Citizens Bank and Trust Company. He has also held positions in various hospitality and financial firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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