Kodiak, AK Mill Bay Rd 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

1235 Mill Bay Rd

Kodiak AK 99615

Advisors at this office

2

Advisors at this office

David B

CFP®, Series 66

Kodiak, AK

Edward Jones

David Bradbury is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Edward Jones since 2010. He is based in Kodiak, AK, and also acts as a pastor at Kodiak United Pentecostal Church and serves on the board of the Senior Citizens of Kodiak Endowment Fund, Inc. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Family Business Multi-generational wealth transfer Founder/Business Owner Values-based investing Religious/faith focused

Kyle H

Series 63, Series 66

Kodiak, AK

Edward Jones

Kyle Holt is a financial advisor at Edward Jones in Kodiak, Alaska, with two years of experience. Before joining Edward Jones, he served at the National Security Agency for ten years and is a member of the United States Air Force Reserve as an intelligence analyst. Outside of his advisory role, he owns two rental properties in Eagle River, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to mutual funds and separately managed accounts, and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Retirement income strategy Wealth management Retirement withdrawal strategies Founder/Business Owner Military & Veterans Doctor or Medical Professional
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