Jeremy Noel
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.
Firm
Edward Jones
Location
Warrenton, VA 20186
Credentials
CFP®, Series 66
Industry experience
6 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
Divorce financial planning
Retirement income strategy
Wealth management
Occupation focus
Government Employee
Work history
Edward Jones
2019 - Present (7 years)
Oak View National Bank
2018 - 2019 (1 year)
Tri-County Feeds, Inc.
2016 - 2018 (2 years)
First Annapolis Consulting
2015 - 2016 (1 year)
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brent O
Series 66
Warrenton, VA
Edward Jones
Nainoksha K
Series 66
Ashburn, VA
Edward Jones
Cameron M
Series 66
Jeffersonton, VA
Edward Jones
Michael K
Series 66
Marshall, VA
Edward Jones
Houry K
Series 66
Gainesville, VA
Merrill
Houry Kachadorian is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2008 and has over a decade of experience serving clients, including more than 10 years at Bank of America prior to joining Merrill Lynch. Houry focuses on a comprehensive approach to wealth management that prioritizes understanding each client's unique goals and needs. Her expertise includes family wealth management strategies, legacy planning, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. Houry holds a Bachelor's Degree in Social Work from Ramapo College of New Jersey. She is a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA). Fluent in Armenian as well as English, Houry brings diverse cultural and linguistic skills to her practice. She lives in Gainesville, Virginia, with her husband, son, and daughter. Outside of work, her interests include interior decorating, music, reading, running, and spending time with her family.
Cassandra L
Series 66
Haymarket, VA
Edward Jones
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