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Financial Planning Services Advisors in Elizabethton, Tennessee
5 Results
Unclaimed
location

ELIZABETHTON, TN

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Barry Jackson is a financial advisor with Edward Jones, a firm with a presence in the US. Barry has been in the industry since 2008. Barry holds Series 7, Series 66, and SIE licenses and is registered in multiple states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ELIZABETHTON, TN

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

James Richardson has been a financial advisor for over 30 years. He is a registered representative of LPL Financial LLC, and holds Series 7, Series 63, and Series 65 licenses. James has extensive experience working with individuals, families, and businesses to help them reach their financial goals. He has a strong commitment to providing his clients with personalized attention and tailored investment advice. He has worked with UVEST Financial Services Group, Inc. and A. G. Edwards & Sons, Inc. in the past, where he gained experience in a variety of financial service offerings.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

ELIZABETHTON, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jeffery Ledford is an investment advisor representative with Edward Jones, where he has been employed since March 2017. Jeffery has been in the industry since April 2017. Jeffery Ledford is registered with FINRA as well as the state of Tennessee and Texas. Jeffery provides investment advisory services to a range of clients including high-net-worth individuals, corporations, and pension plans. Jeffery also has experience working with charitable organizations, partnerships, and limited liability companies. Jeffery is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ELIZABETHTON, TN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Street is an investment advisor representative with Edward Jones. Jonathan has been in the financial services industry since 2015. Jonathan has a Series 7, Series 66 and SIE license. Jonathan is registered in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, New Hampshire, New Mexico, New York, North Carolina, South Carolina, Tennessee, Virginia, and Wisconsin. Jonathan's firm, Edward Jones, is headquartered in St. Louis, Missouri and has been in business since 1922. Edward Jones provides financial planning, portfolio management, and other investment advisory services. Jonathan specializes in portfolio management for individuals and businesses. Jonathan is also a licensed real estate agent and owns rental properties in Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

ELIZABETHTON, TN

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Curtis Alexander is a financial advisor with Edward Jones in ELIZABETHTON, TN. Richard has been in the financial industry since 2001. Richard is registered in 17 states and holds Series 63, Series 7, and SIE licenses. Richard is also a Certified Financial Planner. Richard has a diverse client base, including individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and investment clubs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals