Charlotte, MI W Lawrence Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

722 W Lawrence Ave, Suite B

Charlotte MI 48813

Advisors at this office

2

Advisors at this office

Nash R

Series 66

Charlotte, MI

Edward Jones

Nash Roberts is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Michigan State University Federal Credit Union and held roles at Eagle V Corp and the Michigan State University Police Department. He serves as a director of the Courthouse Square Association in Charlotte, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Founder/Business Owner

Joshua D

Series 66

Charlotte, MI

Edward Jones

Joshua Dreps is a financial advisor at Edward Jones in Charlotte, Michigan, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in education for nine years with Bellevue Community Schools and Battle Creek Public School. Outside of advising, he is involved in catering through Taste of Heavens Catering, where he assists with plating and serving for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory programs. The firm is noted for its extensive retail advisor and branch network, as well as affiliated capabilities including trust services, mutual funds, and securities-based lending.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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