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Cade L
Series 63, Series 66
Mount Vernon, OH
Edward Jones
Cade Leach is a financial advisor at Edward Jones in Mount Vernon, OH. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and West Point Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Gregory C
CFP®, Series 63
Mount Vernon, OH
Edward Jones
Gregory Coffing is a CFP® professional with 27 years of experience in the financial services industry, all with Edward Jones. He holds a Series 63 license and is based in Mount Vernon, Ohio. Outside of his advisory role, he serves on the board of Kokosing Gap Trail, contributing to the maintenance and development of the local bike trail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.
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