Lexington, NC Old Us Hwy 52 Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

5968 Old Us Hwy 52 Ste B

Lexington NC 27295

Advisors at this office

2

Advisors at this office

Amanda F

Series 66

Lexington, NC

Edward Jones

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Doctor or Medical Professional Public Service Employee

Kenyon R

Series 66

Lexington, NC

Edward Jones

Kenyon Rush is a Series 66 licensed financial advisor with Edward Jones in Lexington, NC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner at RRS Investment Properties, assisting with property management and record-keeping. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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