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Donna H

Series 66

Coldwater, MI

Edward Jones

Donna Hines is a financial advisor at Edward Jones with 16 years of experience at the firm. She holds a Series 66 designation and is based in Coldwater, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

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

CFP®, Series 63, Series 66

Coldwater, MI

Edward Jones

Jason Wright is a CFP® professional with 21 years of industry experience, all at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Coldwater, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

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