Anna Defenbaugh
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Divorce financial planning
General estate planning guidance
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Work history
UnEmployed
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John H
Series 66
Simpsonville, SC
Merrill
John Hyatt is a Senior Resident Director affiliated with Merrill, specializing in personalized wealth management strategies. He works closely with clients to develop financial plans that align with their individual goals and adapt to changing market conditions. His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, as well as socially responsible and values-based investing. John holds a Bachelor's Degree from The Citadel and carries the Professional Investment Advisor (PIA) designation. He is committed to serving his community, exemplified by his role as a youth baseball coach. Outside of work, John enjoys baseball, fishing, football, golfing, hunting, reading, and spending time with his family. His approach centers on helping clients achieve their financial objectives while minimizing risk.
Dustin S
CFP®, Series 66
Greenville, SC
Edward Jones
Jason W
Series 66
Greer, SC
Edward Jones
Nicole L
CFP®, Series 66
Greenville, SC
Edward Jones
Dylan M
Series 66
Simpsonville, SC
Edward Jones
Stephen M
CFP®, Series 66
Greenville, SC
Edward Jones
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