Oakhurst, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,159 offices
Location
257 Monmouth Rd Building B, Suite 6
Oakhurst NJ 07755
Advisors at this office
2
Advisors at this office
John W
CFP®, Series 66
Oakhurst, NJ
Edward Jones
John Woodle III is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Oakhurst, NJ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.
Peter R
Series 66
Oakhurst, NJ
Edward Jones
Peter Richardson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served on the Perth Amboy Board of Education for nine years and has held other community roles related to local education and sports organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large nationwide network of financial advisors and branch offices.
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