Winchester, VA West Piccadilly Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

13 West Piccadilly Street

Winchester VA 22601

Advisors at this office

2

Advisors at this office

James I

Series 66

Winchester, VA

Edward Jones

James Imoh is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Imoh serves on the Board of Trustees for Shenandoah University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans Government Employee Founder/Business Owner Intergenerational Families
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John H

Series 66

Winchester, VA

Edward Jones

John Houser is a Series 66-registered financial advisor with Edward Jones in Winchester, VA. He has been with Edward Jones since 2024 and has prior experience in various industries including retail and sports entertainment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm operates nationally with a large advisor and branch network and offers discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

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