Columbus, OH W Third Avenue Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

1500 W Third Avenue Suite 100

Columbus OH 43212

Advisors at this office

2

Advisors at this office

Lynn T

CFP®, Series 63, Series 65

Columbus, OH

Edward Jones

Lynn Tramontano is a CFP® professional with 19 years of experience in the financial industry. She has been with Edward Jones since 2011. Outside of her advisory work, she is a 50% partner in 1776 Patriot Properties, LLC, a real estate investment business. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Isaiah S

Series 63, Series 66

Columbus, OH

Edward Jones

Isaiah Speelman is a financial advisor at Edward Jones in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and other firms. He also has involvement with ZAY323, LLC, an entrepreneurial venture. 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 nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Educators, Teachers, and Academics
View complete list of advisors at this office
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