Winchester, VA 1000 Valley Avenue Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

1000 Valley Avenue Ste 2

Winchester VA 22601-0000

Advisors at this office

3

Advisors at this office

Ivan S

Series 66

Winchester, VA

Edward Jones

Ivan Snapp is a financial advisor with Edward Jones located in Winchester, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing rental properties through a personal business entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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

Daniel S

Series 66

Winchester, VA

Edward Jones

Daniel Snapp is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Woodmark Corporation and spent four years at Virginia Polytechnic Institute and State University. 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 and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner

Hannah S

Series 65, Series 63

Winchester, VA

Edward Jones

Hannah Snapp is a financial advisor at Edward Jones with securities industry credentials including Series 65 and Series 63 licenses and one year of experience. Her prior work includes positions at Hartford Funds, Rehau, and Belk. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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