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Jennifer C

Series 66

Rochester, MN

Edward Jones

Jennifer Charlson is a Series 66 licensed financial advisor with Edward Jones in Rochester, MN, and has six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sanford Health and was involved with 4Cut Inc. and SFME Inc. She is a silent partner in a hair salon business in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Mary Jane D

Series 66

Rochester, MN

Edward Jones

Mary Jane Dewitte is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and 24 years of industry experience, all with Edward Jones since 2002. 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 and investment strategies, operates under a fiduciary standard, and supports its services with a large network of financial advisors and branch offices nationwide.

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

Series 63

Rochester, MN

Edward Jones

Donald Charlson is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory work, he is involved as an owner or partner in several small businesses, including a massage therapy clinic and a barber shop in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Rochester, MN

Edward Jones

Chelse Ehni is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at WSB, LLC for eight years, as well as ProEquities Inc and Full Circle Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Executive Women Professionals Women's Finance Religious/faith focused
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