Orangeburg, SC Boulevard St NE Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1170 Boulevard St NE Suite B

Orangeburg SC 29115

Advisors at this office

2

Advisors at this office

Natalie H

Series 66

Orangeburg, SC

Edward Jones

Natalie Harrelson is a financial advisor with Edward Jones, holding a Series 66 designation and 20 years of experience at the firm. She is based in Orangeburg, SC. 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 and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

James P

Series 66

Orangeburg, SC

Edward Jones

James Page Jr. is a Series 66 licensed financial advisor with Edward Jones in Orangeburg, SC, with three years of industry experience. Prior to joining Edward Jones, he was the owner of Lions Roar, LLC, a fitness training business where he currently programs and virtually coaches a small number of athletes. Edward Jones is a full-service wealth management firm serving more than 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 advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Wealth management Founder/Business Owner
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