Tristan Sue Joy

Advisor at Edward Jones — Upper Sandusky, OH Highland Pkwy

Updated today

Credentials

CFP®, Series 66

Experience

12 years

Location

Upper Sandusky, OH 43351-9800

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Tristan Joy is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Upper Sandusky, Ohio. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment advisory programs and maintains one of the largest networks of financial advisors and branch offices in the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management

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

See office

Upper Sandusky, OH Highland Pkwy

250 Highland Pkwy Suite E

Upper Sandusky OH 43351-9800

Advisors at this office

1

Most active in

Ohio · Texas

Work history

12 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

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

Eric S

Series 66

Upper Sandusky, OH

Wesbanco Securities, Inc.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 31 years of industry experience. He holds the Series 66 designation and has previously worked at Premier Bank, LPL Financial, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing various analytical methods and a range of managed account options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
user avatar

Martin S

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Martin Stansbery is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been associated with New York Life and related entities since 2010 and also operates Baker Financial Services, LLC d.b.a. Baker Financial Group. Outside of his advisory work, Stansbery serves as president of the Upper Sandusky Rotary Club and volunteers with the United Way of Wyandot County. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Chad B

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1999 and operates under Baker Financial Services, LLC, doing business as Baker Moyer Financial Group. Outside of advising, he is a member of Woodcock Woods, LLC, an ownership group for a hunting camp. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Emily W

Series 66

Upper Sandusky, OH

Eagle Strategies (NY Life)

Emily Wurm is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Baker Financial Group, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored advice and offers multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Brent B

Series 63, Series 65

Upper Sandusky, OH

Cetera

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2012 and has also worked at First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers and multiple program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Hilary O

Series 66

Carey, OH

Edward Jones

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

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