Tondeleo Day

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Loganville, GA 30052-7389

Credentials

Series 66

Industry experience

13 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Sarah B

Series 66

Monroe, GA

Edward Jones

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

Cornelius C

Series 63, Series 66

Duluth, GA

Merrill

Cornelius Clark is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding his clients' priorities and developing strategies to pursue their financial goals. He works with clients on a range of financial matters including general investing, retirement planning, and saving for unexpected events. Clark holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University. He emphasizes ongoing advice and guidance, adapting to clients' changing needs through regular discussions about their goals and concerns.

General retirement planning Wealth management

Mark L

Series 66

Monroe, GA

Edward Jones

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

Leta M

Series 63, Series 66

Lawrenceville, GA

Fidelity

Leta Maye is a Financial Consultant currently working at Fidelity Investments since 2025. She has extensive experience in financial consulting, having previously served as an Executive Services Relationship Manager at E*TRADE from Morgan Stanley from 2023 to 2025, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2011 to 2023. Leta's approach to working with clients emphasizes trust, education, and empowerment, focusing on understanding each client's unique goals, values, and challenges. Her professional focus includes building wealth, managing risk, and planning for major financial milestones, with an emphasis on clear communication and maintaining a customer-focused perspective to ensure clients feel confident and in control of their financial journey. Outside of her professional role, Leta enjoys cooking and baking, exploring food as a foodie, attending social events with friends, listening to music, traveling, and volunteering.

Wealth management

Shallan F

Series 66

Loganville, GA

Edward Jones

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