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Richard M

Series 63, Series 66

Columbus, IN

Edward Jones

Richard Mann III is a financial advisor at Edward Jones in Columbus, IN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in commercial rental property ownership. 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 supporting its clients through a large nationwide network of financial advisors and branches.

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

Series 66

Columbus, IN

Edward Jones

Kara Bateman is a financial advisor at Edward Jones in Columbus, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at HF Sinclair from 2015 to 2023. 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 and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Doctor or Medical Professional Educators, Teachers, and Academics LGBTQIA
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