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John Cheshire

Advisor at Edward Jones

Updated today

Location

Moorefield, WV 26836

Credentials

Series 66

Industry experience

8 years

About

John Cheshire is a Series 66 registered advisor with Edward Jones in Moorefield, WV, where he has worked since 2018. He has eight years of industry experience, including four years at The Bank of Romney. Outside of his advisory role, he is involved in commercial real estate and property management through sole ownership of two real estate businesses in West Virginia. 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 under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

210 North Main Street

Moorefield, WV 26836

Most active in

Texas · West Virginia

Work history

Edward Jones

2018 - Present (8 years)

The Bank of Romney

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brett N

CFP®, Series 66

Petersburg, WV

Edward Jones

Brett Nesselrodt is a financial advisor at Edward Jones in Petersburg, WV, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Glenn Weaver and Arx Wealth Management. He was also involved with Old 690 Brewing Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm has a nationwide presence with more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner

Tony C

Series 66

Moorefield, WV

Edward Jones

Tony Cook is a Series 66 licensed financial advisor with Edward Jones, based in Moorefield, WV. He has 13 years of industry experience, including 14 years with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Joseph P

CFP®, Series 63, Series 65

Lost City, WV

Cetera

Joseph Palumbo is a CFP® professional with 19 years of industry experience, currently advising clients at Cetera. He has held roles at various financial and accounting firms, including operating his own Palumbo Financial & Tax Services LLC since 2020 and maintaining a CPA practice since 2001. Outside of advisory work, he serves as Vice President of an amusement company and is treasurer/comptroller for the Maryland Society of Accountants PAC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management and planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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