The Villages, FL Paige Place Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

1150 Paige Place, Spanish Springs Town Center

The Villages FL 32159-0000

Advisors at this office

2

Advisors at this office

Robert K

Series 66

The Villages, FL

Edward Jones

Robert Krehely Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for the Wyoming Valley Sanitary Authority for 26 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner

Luke E

CFP®, Series 66

The Villages, FL

Edward Jones

Luke Emerson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his financial career, he served 20 years in the United States Army. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Founder/Business Owner
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