Greenfield, IN E Main Street 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

1225 E Main Street

Greenfield IN 46140

Advisors at this office

4

Advisors at this office

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Rachel H

Series 63, Series 66

Greenfield, IN

Edward Jones

Rachel Hubbard is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC, Robert W. Baird, and Fifth Third Bank. 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 with a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Series 63, Series 66

Greenfield, IN

Edward Jones

Grant Lee is a financial advisor with Edward Jones in Greenfield, IN, holding the Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also has experience at the University of Kentucky and in other varied roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

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

Ethan S

Series 66

Greenfield, IN

Edward Jones

Ethan Starkey is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Knowledge Services and KHI Solutions. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Passive / index investing Founder/Business Owner

Michael M

CFP®, ChFC®, Series 63, Series 66

Greenfield, IN

Edward Jones

Michael Mack is a financial advisor with Edward Jones in Fishers, IN, holding CFP® and ChFC® designations and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he is an investor in VOMO LLC, a volunteer mobilization service based in Plano, TX. 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 broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Founder/Business Owner
View complete list of advisors at this office
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