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Emma Strong

Advisor at Edward Jones

Updated today

Location

Lachine, MI

Credentials

Series 66

Industry experience

6 years

About

Emma Strong is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JP Morgan Chase Bank, Cypress Capital Family Office & Wealth Management, and SI Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

Lachine, MI

Most active in

Michigan

Work history

Edward Jones

2021 - Present (5 years)

Cypress Capital Family Office & Wealth Management, LLC

2021 - 2021 (1 year)

SI Capital

2021 - 2021 (1 year)

JP MORGAN Chase Bank

2019 - 2021 (2 years)

Edward Jones

2018 - 2019 (1 year)

Kohl's

2017 - 2018 (1 year)

Unemployed

2016 - 2017 (1 year)

Private

2016 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

Griffin S

CFP®

Alpena, MI

Watershed Wealth

I started Watershed Wealth to build the kind of financial advisory firm I wished existed in my rural community —forward thinking, transparent, and built specifically for retirement in Northern Michigan. I’m a CERTIFIED FINANCIAL PLANNER™ with a degree in Finance from Grand Valley State, and more than seven years of hands-on experience across the industry. In 2023, I made the leap and launched Watershed Wealth right here in my hometown of Alpena, Michigan. Since then, my mission’s been pretty simple: help people make smart decisions with their money. When I’m not meeting with clients, I stay involved in the community through several board positions focused on community betterment, economic growth, and quality of life in Northern Michigan. I’m also a big believer in collaboration and love working with other local leaders, business owners, and creatives who care about where our community is headed. After hours, you’ll usually find me outdoors, sneaking in nine holes, or spending time with my wife Abby, our son Stanley, and our two golden retrievers, Peach & Goose. This isn’t just a job for me. It’s personal. And my goal—always—is to help people feel less stressed, more confident, and more in control of their retirement.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner

Andrew K

CFP®, Series 66

Alpena, MI

Edward Jones

Andrew Kowalski is a CFP® and Series 66 licensed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including three years at MidMichigan Health prior to joining Edward Jones. Outside of his financial advisory role, Kowalski serves as a volunteer vice president on the board of Northern Lights Arena and is a Learn to Skate instructor with the Alpena Hockey Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive

Marc F

Series 63, Series 66

Alpena, MI

Edward Jones

Marc Ferguson is a financial advisor with Edward Jones in Alpena, MI, holding the Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, Ferguson serves as president of MAGEC Properties LLC, a company managing buy-and-hold investment properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Chloe F

CFP®, Series 66

Alpena, MI

Edward Jones

Chloe Ferguson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Alpena, MI. Her work history includes multiple roles at Edward Jones and the University of Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner

Eric F

CFP®, Series 66

Alpena, MI

Edward Jones

Eric Ferguson is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He holds the Series 66 designation and has been involved with USA Hockey since 2009. Ferguson is also the owner of Ferguson Financial, LLC, a personal entity established to hold the real estate for his Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and emphasizes a fiduciary standard in its services.

Wealth management Founder/Business Owner Executive Doctor or Medical Professional
user avatar

Charles I

Series 63, Series 66

Alpena, MI

Edward Jones

Charles Ingle is a financial advisor with Edward Jones in Alpena, MI, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1980. Outside of his advisory role, he is co-owner of a retail children's clothing store in Alpena. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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