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Sergio A

Series 66

Granger, IN

Edward Jones

Sergio Andrade is a financial advisor with Edward Jones in Granger, IN. He holds a Series 66 designation and has prior work experience at Lippert and Walt Disney World. Andrade has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Hispanic/Latino/Latinx
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Christopher W

CFP®, Series 66

Granger, IN

Edward Jones

Christopher Wells is a financial advisor with Edward Jones in Granger, IN. He holds the CFP® and Series 66 designations and has seven years of industry experience, including two years at the University of Notre Dame where he served as Assistant Director of UGA Alumni, focusing on fundraising and volunteer management. Wells is also a partner in a commercial real estate LLC involved in leasing and property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory services and investment strategies supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides access to various managed accounts, affiliated mutual funds, and overlay tax-efficient services.

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