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Jeremy H

Series 63, Series 66

Edmond, OK

Edward Jones

Jeremy Hennigh is a financial advisor with Edward Jones in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Daylene B

ChFC®, Series 63, Series 66

Edmond, OK

Edward Jones

Daylene Bachman is a financial advisor with Edward Jones in Edmond, OK, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, including 20 years at Scottrade, Inc. and nine years with Edward Jones. Outside of her advisory work, she serves as President of the Rotary Club in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses General retirement planning Wealth management Founder/Business Owner Engineering Professional
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