Martinsburg, WV Foxcroft Ave 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

300 Foxcroft Ave Suite 301

Martinsburg WV 25401-5341

Advisors at this office

2

Advisors at this office

Dena M

CFP®, Series 66

Martinsburg, WV

Edward Jones

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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

Joshua M

Series 66

Martinsburg, WV

Edward Jones

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Doctor or Medical Professional
View complete list of advisors at this office
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