Inman, SC Asheville Highway Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,150 offices

Location

13509 Asheville Highway

Inman SC 29349

Advisors at this office

4

Advisors at this office

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Mitchell B

Series 66

Inman, SC

Edward Jones

Mitchell Barnette is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at First Citizens Bank and Barnes & Noble Booksellers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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

Jill H

CFP®, Series 66

Inman, SC

Edward Jones

Jill Hughey is a CFP®-designated financial advisor with Edward Jones in Inman, SC, where she has worked since 2018. She has seven years of industry experience and previously spent 11 years with Spartanburg School District #2. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Sydney L

Series 66

Inman, SC

Edward Jones

Sydney Ludwig is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to returning to Edward Jones, Ludwig worked at Equitable Advisors, LLC, and has a background that includes positions in retail and community education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branches.

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

Series 63, Series 66

Inman, SC

Edward Jones

Juan Martinez is a financial advisor with Edward Jones in Inman, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is co-owner of Bronco Mexican Restaurant in Inman, SC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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