North Kingstown, RI Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

650 Ten Rod Rd Suite G02 H

North Kingstown RI 02852

Advisors at this office

3

Advisors at this office

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Kimberly H

Series 66

North Kingstown, RI

Edward Jones

Kimberly Holmes is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at MML Investors Services and The Harvest Group LLC. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Ronda W

CFP®, Series 63, Series 65

North Kingstown, RI

Edward Jones

Ronda Warrener is a CFP®-certified financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she is involved in managing rental properties in Rhode Island. 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 through a large network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retirement income strategy Income planning Social Security optimization General tax planning Retired Founder/Business Owner Executive

Ericka B

Series 66

North Kingstown, RI

Edward Jones

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Founder/Business Owner Women Professionals Women Business Owners
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