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Lance N

Series 63, Series 66

Rochester, IN

Edward Jones

Lance Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. 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 range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Justin B

Series 66

Rochester, IN

Edward Jones

Justin Brady is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at FBL Marketing Services, LLC and Indiana Farm Bureau. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Planning for children with special needs Military & Veterans Founder/Business Owner
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Chas N

Series 66

Rochester, IN

Edward Jones

Chas Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding a Series 66 credential and beginning his advisory career in 2025. His prior experience includes roles at Murray Equipment Inc and education positions at Purdue University and Rochester School Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashley C

Series 66

Rochester, IN

Edward Jones

Ashley Chipps is a Series 66 credentialed financial advisor with Edward Jones in Rochester, Indiana, where she has worked since 2013. She has 13 years of experience in the industry. 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 nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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