South Hill, VA S Mecklenburg Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

215 S Mecklenburg Ave

South Hill VA 23970-2619

Advisors at this office

2

Advisors at this office

Jackson M

Series 66

South Hill, VA

Edward Jones

Jackson Moseley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Lake Country Home Center, Absolute Storage Management, Virginia Tech, and Home Depot. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Jeremy L

Series 66

South Hill, VA

Edward Jones

Jeremy Lynch is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is president of JTCO INVESTMENTS LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
View complete list of advisors at this office
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