Murfreesboro, TN New Lascassas Pike 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

1817 New Lascassas Pike

Murfreesboro TN 37130

Advisors at this office

2

Advisors at this office

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James W

Series 66

Murfreesboro, TN

Edward Jones

James Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha Entertainment Booking, LLC and Crye-Leike Realtors. He serves as a director for the nonprofit Dry Ground, Inc., where he approves grant applications related to adoption provisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Jessica W

Series 66

Murfreesboro, TN

Edward Jones

Jessica Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she serves as a director of Dry Ground, Inc., a non-profit organization in Rockvale, TN focused on adoption provisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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