Plantation, FL SW 6th Court Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

7801 SW 6th Court

Plantation FL 33324

Advisors at this office

2

Advisors at this office

Claudia J

CFP®, Series 66

Plantation, FL

Edward Jones

Claudia Jaric is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked for Diageo for 23 years. Outside of her advisory role, she and her husband own undeveloped land in North Carolina with plans for future development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

General retirement planning Wealth management Business ownership considerations Educators, Teachers, and Academics Founder/Business Owner

Albert M

Series 66

Plantation, FL

Edward Jones

Albert Mazurkiewicz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors Inc, and Stuart Cranes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Inheritance planning Founder/Business Owner
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