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Nathan B

Series 66

Mason City, IA

Edward Jones

Nathan Bothwell is a financial advisor at Edward Jones in Mason City, IA, holding a Series 66 designation. He has 14 years of industry experience, including 13 years at Farmers State Bank prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Mason City, IA

Edward Jones

Jennifer Verstegen is a Series 66 licensed financial advisor with Edward Jones, based in Mason City, Iowa. She has four years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide 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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Sara C

CFP®, Series 63, Series 66

Mason City, IA

Edward Jones

Sara Carlsson is a CFP® certificant with 20 years of experience in the financial services industry, all of which has been with Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of two local business entities focused on property ownership and administrative decisions. 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 nationwide.

General estate planning guidance General retirement planning Wealth management Doctor or Medical Professional
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