Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Jones is an investment advisor representative with Osaic Wealth, Inc. based in Knoxville, Tennessee. Edward has been in the financial industry since 1997 and has a diverse background, having worked with several firms including Securities America, Inc. and Securities Service Network, LLC. Edward holds multiple securities licenses including Series 6, 7, 24, 26, 63, and 65. Edward is a registered representative in several states, including Florida, Georgia, Massachusetts, North Carolina, South Carolina, and Tennessee. In addition to his work at Osaic Wealth, Inc., Edward is also a board member for the Men of Tomorrow Foundation and the Rotary Club of Farragut. Edward is dedicated to helping his clients achieve their financial goals through a personalized approach to financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (KNOXVILLE TN)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
12/04/2002 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
OH
11/02/2001 - 12/20/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
GA
04/10/1997 - 11/08/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/04/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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