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Michelle O

Series 66

Washington, DC

Edward Jones

Michelle Ohmke is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with a family-owned business in furniture restoration where she handles customer service, administrative tasks, and serves as secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension funds, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

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

CFP®, Series 63, Series 65

Washington, DC

Edward Jones

Don Morton is a CFP® professional with five years of industry experience, currently with Edward Jones since 2021. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and operated a business called Don's Mix LLC d.b.a. Shrub District from 2015 to 2019. 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, supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Jacob W

Series 66

Washington, DC

Edward Jones

Jacob Wood is a Series 66 licensed financial advisor with Edward Jones in Washington, DC, where he has worked since 2021. He has four years of industry experience, including prior roles at Splashtacular LLC and Water Technology Inc. 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 solutions, supported by 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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Justin D

CFP®, ChFC®, Series 66

Washington, DC

Edward Jones

Justin Dean is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he is involved in financial education for federal employees through the National Institute of Transition Planning and participates in his church’s parish choir and investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Retirement income strategy General retirement planning Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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