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Michael U

Series 66

Pace, FL

Edward Jones

Michael Utke is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns and manages Utke Wealth Management, LLC, a real estate management business in Pace, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large retail advisor and branch network, as well as its affiliated trust company, mutual funds, and securities-based lending services.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob S

Series 66

Pace, FL

Edward Jones

Jacob Singleton is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Builders FirstSource, Client Solutions Architects, and Jacobs Technology Inc., as well as service in both the U.S. Navy and U.S. Navy Reserves. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Technology Professional Founder/Business Owner
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