Jason Kolacz

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Douglasville, GA 30134

Credentials

Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Retirement income strategy Early retirement planning Business ownership considerations Planning for children with special needs

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

Darden Restaurants

2008 - 2018 (10 years)

Disclosures

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

Business activities & affiliations

Phillip H

CFP®

Douglasville, GA

Stars & Stripes Financial Advisors

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Military & Veterans Government Employee

Vincent R

Series 63, Series 66

Dallas, GA

Merrill

Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Since joining Merrill in 2007, he has built his practice around collaborating closely with affluent families, individual clients, and business owners to develop customized financial plans that align with their long-term goals. His approach emphasizes quantifiable objectives and hands-on guidance to support informed investment decisions, utilizing the full range of Merrill’s financial resources. Mr. Rogers has been active in the financial services industry since 1997 and holds a Bachelor of Science degree in Economics from Kennesaw State University. He also holds the professional designation of Personal Investment Advisor (PIA). His areas of focus include college education planning, family wealth management, legacy planning, tax minimization, retirement income, and strategies for small businesses, endowments, foundations, and non-profits. Outside of his professional work, Vincent participates in community efforts through his involvement with Cure HHT. He resides in Dallas, Georgia, and his personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Family Business

Rod B

CFP®, Series 66

Powder Springs, GA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive

Brandon C

CFP®, Series 66

Hiram, GA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner

Paul J

Series 66

Douglasville, GA

Edward Jones

Retirement income strategy General retirement planning Dentist

Roberto D

Series 66

Dallas, GA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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