Unclaimed
John Stockwell is a Registered Representative with Edward Jones. John has been in the industry since June 2019 and is currently registered in Florida. John holds a Series 66 license, which they obtained on September 30, 2024. Their primary office is located in St. Augustine, Florida. Prior to joining Edward Jones, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Growth Management Professionals, Bank of America, N.A., and Ironclad LLC. John's specialization includes providing financial advice to individuals, corporations, other businesses, high-net-worth individuals, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
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2
FL
11/26/2024 - Present
Edward Jones (ST AUGUSTINE FL)
Active
Inactive
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