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Jacob P

Series 66

Elkhart, IN

Edward Jones

Jacob Peattie is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he served in community positions including Sunday School Coordinator at Mission Point Community Church and Assistant Basketball Coach with Warsaw Community Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Joseph B

CFP®, Series 63, Series 66

Elkhart, IN

Edward Jones

Joseph Baier is a financial advisor with Edward Jones in Elkhart, IN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns a real estate holdings company, JB Real Estate Holdings LLC, involved in the management of commercial property. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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