Dublin, OH Metro Place South 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

655 Metro Place South, Suite 620

Dublin OH 43017

Advisors at this office

2

Advisors at this office

Kyle H

Series 66

Dublin, OH

Edward Jones

Kyle Hatfield is a financial advisor with Edward Jones in Dublin, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 23,000 financial advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Multi-generational wealth transfer Public Service Employee Founder/Business Owner Intergenerational Families
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William C

Series 66

Dublin, OH

Edward Jones

William Calpin is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Battelle Memorial Institute and served in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and services under a fiduciary standard.

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