Coldwater, MI E Chicago St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,148 offices
Location
863 E Chicago St
Coldwater MI 49036
Advisors at this office
2
Advisors at this office
Allison O
Series 66
Coldwater, MI
Edward Jones
Allison O'Connell is a financial advisor at Edward Jones in Coldwater, MI, holding a Series 66 license with three years of industry experience. Her prior work includes roles at Lifecare Ambulance and positions in education at Albion College and Coldwater High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.
Jordan B
CFP®, Series 66
Coldwater, MI
Edward Jones
Jordan Butler is a CFP® with four years of industry experience, currently affiliated with Edward Jones. He has worked at Edward Jones since 2018 with a brief tenure at Lincoln Financial Group and New York Life Insurance Company. Prior to his financial career, he worked at Jimmy Johns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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