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Brian L

CFP®, Series 66

Evansville, IN

Edward Jones

Brian Lowe is a CFP® professional and Series 66 license holder with nine years of experience in the financial industry. He has worked at Edward Jones since 2016 and previously at Ferguson Enterprises INC from 2005 to 2016. He is based in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica E

CFP®, Series 66

Evansville, IN

Edward Jones

Jessica Engel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at PharmScript LLC from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Divorce financial planning Retirement income strategy General estate planning guidance Wealth management Doctor or Medical Professional
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Janet S

CFP®, Series 66

Evansville, IN

Edward Jones

Janet Schultheis is a CFP® and holds a Series 66 license, with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved in a small-scale real estate business in Evansville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Jennifer V

Series 66

Evansville, IN

Edward Jones

Jennifer Vaughn is a financial advisor with Edward Jones in Evansville, IN, holding a Series 66 designation and three years of industry experience. Her work history includes prior roles at Old National Bank and multiple positions at Edward Jones dating back to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

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