Morgantown, WV University 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

3280 University Ave Suite 5

Morgantown WV 26505

Advisors at this office

2

Advisors at this office

Brian K

CFP®, ChFC®, Series 63, Series 66

Morgantown, WV

Edward Jones

Brian Kurcaba is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and ChFC® credentials with 22 years of industry experience. He has been with Edward Jones since 2003. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Trina B

Series 66

Morgantown, WV

Edward Jones

Trina Browning is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 designation and 15 years of experience at the firm. She has experience as an independent beauty consultant with Mary Kay Inc., primarily for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national 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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