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Andrew J

Series 66

Belmont, MI

Edward Jones

Andrew Johnson is a financial advisor with Edward Jones in Belmont, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Trane Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning Wealth management ESG / Sustainable investing Inheritance planning Retired Founder/Business Owner Executive
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David J

Series 66

Belmont, MI

Edward Jones

David Johnson is a Series 66-registered financial advisor with Edward Jones, based in Belmont, MI, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Values-based investing Religious/faith focused
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