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Jordan M
Series 66
Columbia City, IN
Edward Jones
Jordan Mundy is a financial advisor with Edward Jones in Columbia City, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Thomas B
Series 63, Series 66
Columbia City, IN
Edward Jones
Thomas Bartrom is a financial advisor at Edward Jones with over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds Series 63 and Series 66 designations. Outside of advising, Bartrom serves as a board member for Huntington Athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with a nationwide network of over 23,700 financial advisors.
Keegan B
Series 66
Columbia City, IN
Edward Jones
Keegan Bartrom is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Ball State University for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Ashley M
Series 66
Columbia City, IN
Edward Jones
Ashley Mc Aninch is a Series 66-licensed financial advisor with Edward Jones, based in Columbia City, IN. She has five years of industry experience, all with Edward Jones since 2021. Prior to her current role, she worked for Pro Resources Staffing Services from 2010 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.
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