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Jeffrey B

Series 66

Ipswich, MA

Edward Jones

Jeffrey Becker is a financial advisor at Edward Jones in Ipswich, MA, holding a Series 66 designation. He has recently transitioned into the financial industry, joining Edward Jones in 2025 after prior roles in retail and consulting, including positions at VF Corporation and PUMA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the United States.

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

Series 63, Series 66

Ipswich, MA

Edward Jones

Matthew Kirschner is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at Guggenheim Securities. Outside of his advisory work, he manages a rental property in Lincoln, New Hampshire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated offerings including mutual funds and a trust company.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Religious/faith focused Values-based investing
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