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Bret F

Series 66

Mishawaka, IN

Edward Jones

Bret Forsyth is a financial advisor with Edward Jones in Mishawaka, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Forsyth maintains a condominium rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Founder/Business Owner
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Daniel N

Series 66

Mishawaka, IN

Edward Jones

Daniel Nussbaum is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Qewes, LLC, Inovateus Solar, LLC, and the South Bend Medical Foundation. Outside of his advisory role, he volunteers as a varsity football coach at St. Joseph High School in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional Professional Athlete
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Lindsey D

Series 66

Mishawaka, IN

Edward Jones

Lindsey Downey is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where she has worked since 2019. She has six years of industry experience, including five years at KINETIC IT Solutions prior to joining Edward Jones. Outside of advising, she is involved in a health and wellness business as a distributor for Advocare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and offices.

Business exit / sale strategy Business ownership considerations Retirement income strategy Divorce financial planning Business succession planning Founder/Business Owner
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Jason S

Series 66

Mishawaka, IN

Edward Jones

Jason Shaul is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Genesis Products for five years and held roles at Martell Electric LLC and US 31 Supply, Inc. He also sells handcrafted woodworking items on Etsy as a weekend hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and operates with a fiduciary standard.

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