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Cody B

Series 66

Lancaster, OH

Edward Jones

Cody Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Buildings and Builders Company and 5th Ave Lumber Company/Strait and Lamp Group. He was formerly involved in several entrepreneurial ventures, including ownership of a digital entertainment business and a branded apparel company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated investment capabilities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Public Service Employee Founder/Business Owner Intergenerational Families
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Timothy B

Series 66

Lancaster, OH

Edward Jones

Timothy Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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