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John S

CFP®, Series 66

Woodhaven, MI

Edward Jones

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies Multi-generational wealth transfer Founder/Business Owner
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