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Zachary W
Series 63, Series 66
Lafayette, IN
Edward Jones
Zachary Weathers is a financial advisor at Edward Jones with two years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Adam T
Series 65
West Lafayette, IN
Valor Investment Management
Adam Townsend is a financial advisor at Valor Investment Management in West Lafayette, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Valor Investment Management since 2013. Valor Investment Management provides investment advisory and financial planning services primarily to individual clients who are not high-net-worth. The firm manages client portfolios using separately managed accounts, incorporates regular account reviews, and employs derivatives in certain accounts as part of its investment process.
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