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Jonathan Scheer

Advisor at Edward Jones

Updated today

Location

Tell City, IN 47586

Credentials

Series 63, Series 66

Industry experience

37 years

About

Jonathan Scheer is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as a trustee at Emmanuel Lutheran Church in Tell City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

435 Main Street

Tell City, IN 47586

Most active in

Indiana · Texas

Work history

Edward D. Jones & CO., L.P.

1988 - Present (38 years)

Disclosures

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

Business activities & affiliations

user avatar

James W

CFP®, Series 63

Tell City, IN

Commonwealth Financial Network

James Waninger is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as Owner and President of Onyx Private Wealth, Inc. Prior to his current roles, he worked at Ameriprise Financial Services, Inc. for 14 years. He is also a board member of the Perry County Sheriff's Merit Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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James W

Series 66

Tell City, IN

Commonwealth Financial Network

James Waninger is a financial advisor with Commonwealth Financial Network based in Tell City, Indiana. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Onyx Private Wealth and J. Kevin Waninger. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Madeline D

Series 66

Tell City, IN

Commonwealth Financial Network

Madeline Dauby is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. She has held positions at Onyx Private Wealth, Old National Bank, Indiana University, and Perry Central Junior/Senior High School. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Trennis X

ChFC®, Series 66

Santa Claus, IN

Edward Jones

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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 and offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

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

Seth W

Series 66

Santa Claus, IN

Raymond James Financial

Seth Windell is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Windell served on the Santa Claus Town Council for ten years, from 2013 to 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies through fact-finding interviews, risk profiling, and a variety of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Katherine S

Series 66

Santa Claus, IN

Raymond James Financial

Katherine Sigler is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience at Kimball Hospitality and Kimball Office. In addition to her role at Raymond James, she works as an independent contractor financial advisor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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