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Joseph P

Series 66

Wyomissing, PA

Edward Jones

Joseph Plageman is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a trustee for the Pennsylvania Universalist Convention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large 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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Ramsey R

Series 66, Series 63

Wyomissing, PA

Edward Jones

Ramsey Rayan is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones in 2025, he worked for PIMCO Investments LLC for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Wealth management Inheritance planning Founder/Business Owner Doctor or Medical Professional
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