Franklin, IN N Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

1025 N Main St

Franklin IN 46131

Advisors at this office

4

Advisors at this office

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Zachary D

Series 66

Franklin, IN

Edward Jones

Zachary De Witt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his career in financial advising, he spent 11 years with Franklin Community Schools. Outside of his advisory work, he coaches the Franklin Regional Swim Team, a position he has held for over a decade. 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 and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

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

CFP®, Series 66

Franklin, IN

Edward Jones

William Matis is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to Edward Jones, he worked with LIDS Sports Group and has provided gameday DJ services for the Indianapolis Colts since 2014. Outside of advisory work, he co-owns 22 Events, offering DJ and emcee services for weddings and private parties. 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 investment strategies, including discretionary wrap fee programs and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

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

Blake B

Series 66

Franklin, IN

Edward Jones

Blake Bartling is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Megan T

Series 66

Franklin, IN

Edward Jones

Megan Thompson is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation. She has one year of industry experience and previously worked at OneAmerica Financial, GVC Mortgage dba Bailey & Wood Financial Group, Indiana State University, and Franklin Community School Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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