St Albans City, VT Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

30 Congress St Suite 102

St Albans City VT 05478

Advisors at this office

3

Advisors at this office

Nathanael V

Series 66

St Albans City, VT

Edward Jones

Nathanael Vincent is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

St Albans City, VT

Edward Jones

Jeffrey Barney is a financial advisor with Edward Jones based in St Albans City, VT, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

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

Nathan W

CFP®, Series 66

St Albans City, VT

Edward Jones

Nathan Wolfe is a CFP® with four years of industry experience and has been with Edward Jones since 2021. Prior to joining Edward Jones, he worked as a patrol officer for the Town of Morristown and Lamoille County Sheriff's Department. He continues to serve in a part-time capacity for the Town of Morristown. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
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