Jonathan Rhodes

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Shelby, NC 28152

Credentials

Series 66

Industry experience

9 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

Work history

Edward Jones

2017 - Present (9 years)

SunTrust Bank

2011 - 2017 (6 years)

Disclosures

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

Business activities & affiliations

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based

Tara B

Series 66

Gaffney, SC

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning Retirement withdrawal strategies Military & Veterans Newlywed/Engaged

Joshua S

Series 66

Kings Mountain, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Sales Professional

Adam L

Series 66

Shelby, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Business ownership considerations Self-Employed

Mason S

Series 66

Blacksburg, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning

Brooke D

Series 66

Kings Mountain, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Military & Veterans
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