Woburn, MA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

304 Cambridge Road Suite 220

Woburn MA 01801-0000

Advisors at this office

4

Advisors at this office

Jonah L

Series 66

Woburn, MA

Edward Jones

Jonah Lemieux is a financial advisor at Edward Jones in Woburn, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at UPS, UKG, ClearCompany, and Insurance Consultants of VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families

Anthony T

ChFC®, Series 63, Series 66

Woburn, MA

Edward Jones

Anthony Trofimow is a financial advisor at Edward Jones in Woburn, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 25 years with Edward Jones since 2001. Outside of his advisory role, he serves as an advisory member for the Health Science Program development at Medford Vocational High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Planning for children with special needs General retirement planning Wealth management Retired Founder/Business Owner Executive

Noah T

Series 66

Woburn, MA

Edward Jones

Noah Trofimow is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Studio Three, LPL Financial, and Inner City Weightlifting. He is involved in community activities as a Walk Committee Member for St. Jude, assisting with corporate sponsorship outreach and event support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Wealth management Technology Professional Entertainment Industry Doctor or Medical Professional Dual Income Family

John R

Series 63, Series 66

Woburn, MA

Edward Jones

John Rensink is a financial advisor at Edward Jones in Woburn, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at MSCI and State Street. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managed account options, and affiliated investment products. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.

Retirement income strategy Early retirement planning Business exit / sale strategy Divorce financial planning Founder/Business Owner Executive Women Professionals Women Business Owners Female Executives Divorced
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