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Tristan J

CFP®, Series 66

Upper Sandusky, OH

Edward Jones

Tristan Joy is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Upper Sandusky, Ohio. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment advisory programs and maintains one of the largest networks of financial advisors and branch offices in the country.

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