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Andrew S

Series 66

Piqua, OH

Edward Jones

Andrew Sommer is a financial advisor with Edward Jones in Piqua, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Collins Aerospace, Honeywell Intelligrated, and Hartzell Propeller Inc, and was self-employed at ProPlastics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jesse O

Series 66

Piqua, OH

Edward Jones

Jesse O'Rourke is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and previously worked for ITW Hobart Service for six years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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