Erie, PA West Ridge Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

3939 West Ridge Road, Suite B 1

Erie PA 16506-1879

Advisors at this office

3

Advisors at this office

Craig S

Series 63, Series 66

Erie, PA

Edward Jones

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans

Daniel Y

Series 63, Series 65

Erie, PA

Edward Jones

Daniel Young is a financial advisor at Edward Jones in Erie, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Edward Jones since 2014 and has also worked as a high school soccer coach at General McLane High School since 2010. Outside of his advisory role, he coaches a club soccer team, Erie Premier Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and maintains one of the largest networks of financial advisors and branch offices in the industry.

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

Sarah B

Series 63, Series 66

Erie, PA

Edward Jones

Sarah Baker is a financial advisor at Edward Jones in Erie, PA, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Edward Jones, she worked at Harvard University for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Self-Employed Women Professionals
View complete list of advisors at this office
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