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Jesse E

Series 63, Series 65

Reynoldsburg, OH

LPL Financial

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, Ohio, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2012, he worked for PRUCO Securities, LLC for 12 years. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brett C

CFP®, Series 66

Pickerington, OH

Edward Jones

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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