Murray, KY Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,149 offices

Location

600 Main Street

Murray KY 42071

Advisors at this office

2

Advisors at this office

Eric P

Series 63, Series 66

Murray, KY

Edward Jones

Eric Penniston is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is a co-owner of a farm and has interests in local property development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary strategies, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Phillip B

Series 66

Murray, KY

Edward Jones

Phillip Boss II is a financial advisor with Edward Jones in Murray, KY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked in hit repair from 2014 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through 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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