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Kevin R

Series 66

Fort Wayne, IN

Edward Jones

Kevin Rothgeb is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at PNC Bank NA for 13 years. He serves as Membership Director for the West Central Neighborhood Association in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jason K

CFP®, Series 66

Fort Wayne, IN

Edward Jones

Jason Korner is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Wayne, IN. He has nine years of industry experience, including three years at CBRE, Inc., before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options through a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Kory K

CFP®, Series 66

Fort Wayne, IN

Edward Jones

Kory Klosterman is a financial advisor at Edward Jones in Fort Wayne, IN, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Attorney Engineering Professional
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Gregory S

CFP®, Series 66

Fort Wayne, IN

Edward Jones

Gregory Solon is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Fort Wayne, IN. He has been with Edward Jones since 2011. Outside of his advisory role, he is occasionally involved in administrative work related to rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and supports clients with a nationwide network of over 23,700 advisors.

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