Shelby, NC E Marion Street 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 14,148 offices
Location
1427 E Marion Street Suite F
Shelby NC 28150
Advisors at this office
2
Advisors at this office
Jamie R
Series 63, Series 66
Shelby, NC
Edward Jones
Jamie Richard is a financial advisor at Edward Jones with 24 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2001. Richard serves on the board of Care Solutions in Shelby, NC, where he advises on elder health care issues. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of account types. The firm offers various investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.
Sara R
Series 66
Shelby, NC
Edward Jones
Sara Richard is a financial advisor with Edward Jones in Shelby, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including medical technologist positions at Kings Mountain Hospital and various health organizations from 2016 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.
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