Kannapolis, NC Gateway Center Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

6001 Gateway Center Drive, Suite 107

Kannapolis NC 28081

Advisors at this office

3

Advisors at this office

user avatar

Rita B

Series 63, Series 65

Kannapolis, NC

Edward Jones

Rita Bliven is a financial advisor with Edward Jones in Kannapolis, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Edward Jones in 2020, she worked at First Citizens Investor Services and First Citizens Bank. She is also involved in self-publishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies 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
user avatar

Caroline C

Series 63, Series 66

Kannapolis, NC

Edward Jones

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

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

James R

CFP®, Series 63, Series 66

Kannapolis, NC

Edward Jones

James Richardson III is a CFP® professional affiliated with Edward Jones, where he has worked since 2000, accumulating 25 years of industry experience. Based in Kannapolis, NC, he holds Series 63 and Series 66 licenses. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")