Lewes, DE 18335 Coastal Highway 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

18335 Coastal Highway Ste 101

Lewes DE 19958

Advisors at this office

2

Advisors at this office

Ryan T

Series 66

Lewes, DE

Edward Jones

Ryan Tezak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for six years at Upstream Rehabilitation and three years at Clarkson University. Outside of his advisory role, he provides outpatient physical therapy services on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Multi-generational wealth transfer General estate planning guidance Wealth management Doctor or Medical Professional

Janet M

CFP®, Series 63, Series 66

Lewes, DE

Edward Jones

Janet Maher is a CFP® professional with 19 years of experience in financial advising. She has been with Edward Jones since 1999. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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