Raleigh, NC 8470 Falls of Neuse Road 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

8470 Falls of Neuse Road, Suite 106

Raleigh NC 27615

Advisors at this office

2

Advisors at this office

John S

CFP®, Series 66

Raleigh, NC

Edward Jones

John Soles is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Gregory J

Series 66

Raleigh, NC

Edward Jones

Gregory Jicha is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at NTT Data Federal Services, General Dynamics Information Technology, and CSRA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Military & Veterans
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