Worcester, MA Millbrook St 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
11 Millbrook St
Worcester MA 01606-0000
Advisors at this office
2
Advisors at this office
Catherine H
Series 66
Worcester, MA
Edward Jones
Catherine Harrington is a financial advisor at Edward Jones in Worcester, MA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2017, with a one-year career break prior to joining the firm. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Mark B
Series 63, Series 66
Worcester, MA
Edward Jones
Mark Bernier is a financial advisor with Edward Jones in Worcester, MA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones since 2004. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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