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Ashlie N

CFP®, Series 66

Edmond, OK

Edward Jones

Ashlie Nader is a CFP® and holds a Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked in wound management from 2010 to 2017. Outside of her advisory role, she is a consultant for a skin care products business. 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 provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Military & Veterans Founder/Business Owner
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Rachel J

Series 63, Series 66

Edmond, OK

Edward Jones

Rachel Johns is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2022. Prior to that, she was employed by Southern Airways Express from 2019 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large 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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