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Jessica M

Series 66

Escanaba, MI

Edward Jones

Jessica Mouthaan is a financial advisor with Edward Jones in Escanaba, MI, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at American Amicable Life Insurance Company and State Farm Insurance, where she worked from 2010 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Escanaba, MI

Edward Jones

Julia Gudwer is a financial advisor at Edward Jones in Escanaba, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Northern Light YMCA, Independent Machine Company, Daily Press, and GTS Trucking Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

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

CFP®, Series 66

Escanaba, MI

Edward Jones

Jacquelyn Trask Rahn is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Oppenheim Law for nine years. Rahn serves as President of the Home & School board at Holy Name Catholic School in Escanaba, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. 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 income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner Women Professionals
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