Elkhart, IN 1514 E Bristol St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1514 E Bristol St Ste A

Elkhart IN 46514

Advisors at this office

2

Advisors at this office

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Nathan S

CFP®, Series 66

Elkhart, IN

Edward Jones

Nathan Stemm is a CFP® with 19 years of industry experience and has been with Edward Jones since 2007. He is based in Elkhart, IN and holds a Series 66 license. Outside of his advisory role, he is a member of JNS Holdings, LLC, a holding company for real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Andrew A

CFP®, Series 66

Elkhart, IN

Edward Jones

Andrew Asma is a financial advisor at Edward Jones in Elkhart, Indiana, holding the CFP® designation and a Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked five years at KeyBank. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Business ownership considerations Wealth management Business succession planning Attorney Founder/Business Owner
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