Seneca, SC Carpenter Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,150 offices

Location

111 Carpenter Drive

Seneca SC 29672

Advisors at this office

4

Advisors at this office

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William J

CFP®, Series 66

Seneca, SC

Edward Jones

William Jones is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Before joining Edward Jones in 2019, he worked at Borg Warner for 15 years. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services.

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

Series 66

Seneca, SC

Edward Jones

Easton Keys is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Keowee Key Golf Course, AutoZone Inc., and Habaneros Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

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

Series 63, Series 66

Seneca, SC

Edward Jones

Robert Thomas Jr. is a financial advisor with Edward Jones in Seneca, SC, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he has self-published a non-industry related book series on Amazon and is co-owner of an LLC formed to develop a jointly owned Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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

David A

Series 66

Seneca, SC

Edward Jones

David Adrian Jr. is a Series 66 licensed financial advisor with Edward Jones in Seneca, SC, bringing nine years of industry experience. He worked at Deane H. Tank, Inc. from 2003 to 2016 before joining Edward Jones, where he has been since 2016. Adrian is also a co-owner of an LLC formed to build a jointly owned Edward Jones FAO Office. 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 operates under a fiduciary standard across its advisory services.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management Retired Founder/Business Owner Executive
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