Goshen, IN 1206 College Ave 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

1206 College Ave, Ste 2

Goshen IN 46526

Advisors at this office

2

Advisors at this office

Ryan D

Series 66

Goshen, IN

Edward Jones

Ryan Drake is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a personal LLC for a property he and his wife own. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Myles C

Series 66

Goshen, IN

Edward Jones

Myles Close is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Tippecanoe Lake Country Club. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with fiduciary standards, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner Doctor or Medical Professional
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