Carmel, IN Glebe St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

2159 Glebe St Suite 150

Carmel IN 46032

Advisors at this office

3

Advisors at this office

Michael M

Series 63, Series 66

Carmel, IN

Edward Jones

Michael Mann is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC/True Point and positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Doctor or Medical Professional

Brody B

Series 66

Carmel, IN

Edward Jones

Brody Brumm is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Liberty University and Winamac Community High School. He is also president and manager of Brumm Family Insurance LLC, an entity created to hold family insurance policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Professional Athlete Founder/Business Owner

Jeremy C

CFP®, Series 66

Carmel, IN

Edward Jones

Jeremy Coons is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2023, he worked at Charles Schwab from 2018 to 2023 and JPMorgan Securities LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
View complete list of advisors at this office
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