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Jason J

Series 63, Series 66

Brownsburg, IN

Edward Jones

Jason Johnson is a financial advisor at Edward Jones in Brownsburg, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is involved in maintaining a commercial rental property. 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 solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Sam J

Series 66

Brownsburg, IN

Edward Jones

Sam Johnson is a financial advisor at Edward Jones holding a Series 66 designation with experience beginning in 2022. Prior to joining Edward Jones, he held roles at Eli Lilly, Artistry Wealth, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

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