Midland, MI W Wackerly Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

416 W Wackerly

Midland MI 48640

Advisors at this office

2

Advisors at this office

Kevin S

Series 66

Midland, MI

Edward Jones

Kevin Spencer is a Series 66-credentialed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, based in Midland, MI. Outside of his advisory role, he owns rental properties managed primarily by his wife. 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 and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics
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Gregory J

Series 66

Midland, MI

Edward Jones

Gregory Jones is a financial advisor with Edward Jones in Midland, MI, holding a Series 66 credential and five years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in several activities including operating a golf ball retrieval business, coaching private soccer lessons, and serving as a sports official. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

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