Dublin, OH Perimeter Loop Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

6760 Perimeter Loop Rd

Dublin OH 43017

Advisors at this office

2

Advisors at this office

Sean P

CFP®, Series 66

Dublin, OH

Edward Jones

Sean Passmore is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Edward Jones since 2019. Prior to his current role, he was involved in lawn and landscape services and the hospitality industry. Passmore is also the owner of an e-commerce business operating online stores. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Vance S

Series 66

Dublin, OH

Edward Jones

Vance Steele is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, with one year of industry experience. He previously worked at Key Investment Services and KeyBank. Outside of financial advising, he owns a residential painting business, Advance Painting & Design, which he operates on a limited basis for select projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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