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2 advisors near 42064
Out of 400,000+ nationwide
Jason B
Series 66
Salem, KY
LPL Financial
Jason Berry is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining LPL Financial in 2020. Outside of his advisory work, he is a co-owner of a family cattle farm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.
Grant R
Series 63, Series 66
Marion, KY
Edward Jones
Grant Rogers is a financial advisor with Edward Jones in Marion, Kentucky, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and advisory services while operating under a fiduciary standard.
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2 advisors near 42064
Out of 400,000+ nationwide