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Keri M

CFP®, Series 66

Sandusky, OH

Edward Jones

Keri May is a CFP®-credentialed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Tabula Rasa Holdings, LLC, a property management business in Sandusky, Ohio. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of 23,701 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Military & Veterans Founder/Business Owner
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Jason B

CFP®, Series 66

Sandusky, OH

Edward Jones

Jason Bradford is a financial advisor at Edward Jones in Sandusky, OH, holding CFP® and Series 66 designations with 18 years of industry experience. His prior roles include positions at PNC Wealth Management, PNC Investments, Natcity Investments, Inc., and 1 St Discount Brokerage, Inc. He has been with Edward Jones since 2019. 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 large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joseph B

CFP®, Series 66

Sandusky, OH

Edward Jones

Joseph Bradford is a CFP® professional with six years of experience at Edward Jones and six years prior experience at Saber Healthcare Group LLC. He is based in Sandusky, Ohio, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

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