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Jack W

Series 66

Winona Lake, IN

Edward Jones

Jack Williamson is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held roles at Franklin Electric Co., Inc. and attended Indiana University Bloomington. He has also been involved with the Tippecanoe Lake Country Club and Warsaw Community High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment solutions under a fiduciary standard and manages approximately $1.01 trillion in assets through a 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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Scott T

CFP®, Series 66

Winona Lake, IN

Edward Jones

Scott Thieme is a CFP®-designated financial advisor with 18 years of industry experience, currently practicing at Edward Jones since 2009. He is based in Winona Lake, IN, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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