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Allen W
CFP®, Series 63
New Holland, PA
Edward Jones
Allen Wessel is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He holds a Series 63 license and is based in New Holland, PA. Outside of his advisory role, he owns and maintains a rental property in New Holland. 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 nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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