Corydon, IN Old Highway 135 NW Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

2070 Old Highway 135 NW

Corydon IN 47112

Advisors at this office

3

Advisors at this office

Ethan H

Series 66

Corydon, IN

Edward Jones

Ethan Haverty is a financial advisor at Edward Jones in Corydon, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mixer Direct Incorporated, Altec Industries, Kalitta Air, Pharmaceutical Vessel Engineering, Bass Pro Shops, and was involved with Squire Boone Cavern Zipline for seven years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Startup equity planning Business ownership considerations Founder/Business Owner
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Matthew R

Series 66

Corydon, IN

Edward Jones

Matthew Rothrock is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of advising, Rothrock serves as President of the Harrison Township Fire District Board and is a board member of the Harrison County Hospital Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds.

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

Marie H

CFP®, Series 66

Corydon, IN

Edward Jones

Marie Haverty is a financial advisor at Edward Jones with the CFP® and Series 66 designations. She has six years of industry experience, including roles at Edward Jones since 2019, Cerner Corporation, and Coker College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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