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Chasidy Y

Series 63, Series 65

Lawrenceburg, KY

Edward Jones

Chasidy Yocum is a financial advisor at Edward Jones in Lawrenceburg, KY, with seven years of industry experience. She holds Series 63 and Series 65 designations. Yocum has prior experience with several firms including Transamerica Financial Advisors, Inc., and has co-ownership in Premier Spray Foam, LLC, an insulation services business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Jennifer W

CFP®, Series 66

Lawrenceburg, KY

Edward Jones

Jennifer Wininger is a CFP®-designated financial advisor with Edward Jones in Lawrenceburg, KY, where she has 13 years of experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a member of an LLC involved in commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of advisors and branch offices.

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