Carroll, IA North Carroll Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

528 North Carroll

Carroll IA 51401

Advisors at this office

2

Advisors at this office

Jordan J

CFP®, Series 66

Carroll, IA

Edward Jones

Jordan Janson is a CFP®-certified financial advisor with Edward Jones in Carroll, Iowa, where he has worked since 2012. He has 13 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Janson serves as an assistant boys soccer coach for Carroll Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Early retirement planning Wealth management Retired Founder/Business Owner Executive
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Cameron J

CFP®, Series 63, Series 66

Carroll, IA

Edward Jones

Cameron Janson is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1997, accumulating 28 years of industry experience. He is based in Carroll, IA, and serves as a member of the Kuemper Catholic Finance Committee, providing budget guidance to the administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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