Maitland, FL N Orlando Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,150 offices
Location
1053 N Orlando Ave Ste 1 B
Maitland FL 32751-4470
Advisors at this office
2
Advisors at this office
Joshua H
Series 66
Maitland, FL
Edward Jones
Joshua Hebert is a financial advisor at Edward Jones in Maitland, FL, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sears Holdings Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices across the United States.
Stephen P
Series 66
Maitland, FL
Edward Jones
Stephen Palvisak is a financial advisor with Edward Jones in Maitland, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.
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