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Andrea H

CFP®, Series 66

Seymour, IN

Edward Jones

Andrea Hall is a financial advisor with Edward Jones in Seymour, IN, holding the CFP® certification and Series 66 license. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving tax strategies Divorce financial planning Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Adam J

Series 63, Series 66

Seymour, IN

Edward Jones

Adam Jackson is a financial advisor with Edward Jones in Seymour, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a member of A&A Jackson Properties, a real estate business based in Brownstown, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kaitlyn C

Series 66

Seymour, IN

Edward Jones

Kaitlyn Craig is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Forest Hills County Club, First Tee, and Tri County Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors. The firm offers a range of advisory 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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