Lexington, KY Wellington Way 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

523 Wellington Way Suite 190

Lexington KY 40503

Advisors at this office

3

Advisors at this office

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Nicholas H

Series 66

Lexington, KY

Edward Jones

Nicholas Hodges is a financial advisor at Edward Jones in Lexington, KY, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked in various roles outside finance, including positions at Ashley Furniture and Toyota Motor Manufacturing. 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 nationwide network of more than 23,000 financial advisors.

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

Series 66

Lexington, KY

Edward Jones

Benjamin Roscoe is a financial advisor with Edward Jones in Lexington, KY. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

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

Christopher H

Series 63, Series 66

Lexington, KY

Edward Jones

Christopher Henry is a financial advisor at Edward Jones in Lexington, KY, with four years of industry experience. He holds the Series 63 and Series 66 licenses and has prior work history at Republic Bank & Trust, Whitaker Bank, and Field & Main Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Business ownership considerations Inheritance planning Founder/Business Owner
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