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Mitchell J
Series 66, Series 63
McFarland, WI
Edward Jones
Mitchell Jordan is a financial advisor with Edward Jones in McFarland, WI, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for various educational institutions, including the Baraboo School District and the Marion Unit #2 School District. Outside of his advisory role, he contributes as an online AP exam grader during brief seasonal periods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.
Joseph M
CFP®, Series 63
McFarland, WI
Edward Jones
Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David C
Series 66
McFarland, WI
Edward Jones
David Cappozzo is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Amanda C
Series 66
McFarland, WI
Edward Jones
Amanda Calabrese is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Gallagher from 2005 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs with fiduciary standards.
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