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Braden B

Series 66

Plain City, OH

Edward Jones

Braden Boomsma is a financial advisor at Edward Jones in Plain City, Ohio, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in the agriculture and management sectors. Boomsma was previously involved with Nature Pure LLC and Bud Antle / Dole Fresh Vegetables. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Charitable giving & philanthropy Founder/Business Owner Religious/faith focused Values-based investing
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Joshua B

Series 66

Plain City, OH

Edward Jones

Joshua Bell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy Inheritance planning Retired Founder/Business Owner Executive
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