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Christopher H

Series 66

Indianapolis, IN

Edward Jones

Christopher Howard is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with eight years of industry experience. His career includes multiple tenures at Edward Jones and a period at Schwab Wealth Advisory. Prior to his advisory roles, he worked at IUPUI for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

CFP®, Series 63

Indianapolis, IN

Edward Jones

Vern Roach is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN, and has 31 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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