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John J
CFP®, Series 66
Goshen, IN
Edward Jones
John Jacobson is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Zimmer Biomet. Outside of his advisory role, he is the owner of a rental property in Winona Lake, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Richard P
Series 63, Series 66
Goshen, IN
Edward Jones
Richard Puckett is a financial advisor with Edward Jones in Goshen, Indiana. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Fay P
Series 66
Goshen, IN
Edward Jones
Fay Ploeger is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Goshen, IN. She has been with Edward Jones since 2018, totaling six years of experience at the firm. Prior to her financial advisory roles, she was involved with Ebenezer Reformed Church and F.A. Voiceworks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.
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