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Adam C

Series 63

Lancaster, OH

Edward Jones

Adam Custer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves on the Permanent Endowment Committee of the First United Methodist Church. Edward Jones is a full-service wealth management firm serving over 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Jeffrey B

Series 66

Lancaster, OH

Edward Jones

Jeffrey Buchwalter is a financial advisor at Edward Jones in Lancaster, OH. He holds a Series 66 designation and has recently transitioned to financial advising after 37 years at Bell and Howell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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