Stuart, FL SW Federal Highway Office

Joshua Burns is a financial advisor at Edward Jones in Stuart, Florida, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with Vurn Media LLC, a media company, where he serves as a part owner without daily responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory services supported by a large network of advisors and branch offices.

Charles Iosco is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, he worked at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kathryn Rock is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory work, she owns a rental property in Jacksonville, Florida. 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, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Cortney Gates is a financial advisor at Edward Jones with four years of industry experience, including a decade at Merrill Lynch/Bank of America. She holds a Series 66 designation and is based in Stuart, FL. Outside of her advisory work, she owns and operates CorkNBoards LLC, a charcuterie catering service. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services such as tax-loss harvesting. The firm operates under a fiduciary standard and manages over $1 trillion in assets with a nationwide network of advisors and branches.

James Abarquez is a financial advisor at Edward Jones in Stuart, FL, holding CFP®, ChFC®, and Series 66 designations with 18 years of industry experience, all spent at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard through a nationwide network of over 23,000 financial advisors.