Waldorf, MD 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
173 St Patricks Dr Suite 102
Waldorf MD 20603
Advisors at this office
2
Advisors at this office
Chaney S
Series 66
Waldorf, MD
Edward Jones
Chaney Sims is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Chaney worked at Greystar and held roles in education and retail, including involvement with The Vegan Club. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and services supported by a large nationwide network of advisors and branch offices.
Linda S
Series 66
Waldorf, MD
Edward Jones
Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. 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 strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.
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