Mason, OH Cox Smith Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

5378 Cox Smith Rd Suite C

Mason OH 45040

Advisors at this office

4

Advisors at this office

Justin D

Series 66

Mason, OH

Edward Jones

Justin Dunn is a financial advisor at Edward Jones in West Chester, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Los Angeles Clippers from 2018 to 2024 and the Columbus Blue Jackets from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through a large national network of advisors and branches.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Professional Athlete Young Families

Billy H

Series 66, Series 63

Mason, OH

Edward Jones

Billy Habermehl is a financial advisor with Edward Jones in Mason, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Dealer Tire, Avery Dennison, and various other firms in diverse roles. He has also been involved with AllSTEM Connections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Thomas M

CFP®, Series 66

Mason, OH

Edward Jones

Thomas Myrick is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He holds the Series 66 designation and acts as Vice President of The Referral Group in Cincinnati, overseeing referral tracking and reporting. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

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

CFP®, Series 63

Mason, OH

Edward Jones

Thomas Maney is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation and Series 63 license, and has been with Edward Jones since 2006. Outside of his advisory role, Maney is the owner of Maney Holdings LLC, managing commercial real estate in Mason, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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