Abhijit Basu

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Woodbridge, VA 22192-5445

Credentials

Series 66

Industry experience

< 1 year

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Work history

Edward Jones

2025 - Present (1 year)

Basu Strategies, Inc. dba States Strategies

2014 - Present (12 years)

Disclosures

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

Bill J

CFP®, EA

Burke, VA

Acadia Financial Services, LLC

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

Military & Veterans Government Employee Christian Faith Based

Nainoksha K

Series 66

Gainesville, VA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Founder/Business Owner

Young J

CFP®, ChFC®, Series 63, Series 65

Fairfax, VA

Edward Jones

College savings (529s, UTMA, etc.) Planning for children with special needs General retirement planning Women Professionals

Matthew E

CFP®, Series 66

Fairfax, VA

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy Planning for children with special needs General estate planning guidance Founder/Business Owner

Brian B

Series 66

Springfield,, VA

Fidelity

Brian Bink is a Financial Consultant dedicated to assisting clients in pursuing their financial objectives through customized planning and ongoing collaboration. He emphasizes building strong, enduring relationships based on trust. His professional experience includes serving as a Manager at Bain & Company from 2021 to 2024 and working as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility from 2018 to 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, caring for pets, traveling, and volunteering.

Wealth management Financial Professional

Jonathan W

CFP®, Series 66

Lake Ridge, VA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans
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