Wise, VA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

405 E Main Street

Wise VA 24293-0000

Advisors at this office

2

Advisors at this office

James L

CFP®, Series 66

Wise, VA

Edward Jones

James Lawson is a CFP® with 19 years of industry experience, all of which he has spent at Edward Jones since 2007. He is based in Wise, VA. Outside of his advisory role, Lawson is involved in renovating a historical building in Coeburn, VA, to support entrepreneurs starting restaurant businesses by connecting them with local resources and vendors. 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 and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy Educators, Teachers, and Academics Founder/Business Owner Religious/faith focused

Louis I

Series 63, Series 65

Wise, VA

Edward Jones

Louis Iozzi is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Edward Jones since 2000 and previously worked at Pruco Securities Corporation. Outside of finance, he is a partner in an alpaca farm in Newton, New Jersey. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies while operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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