Jackson, OH E Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

344 E Main Street

Jackson OH 45640

Advisors at this office

4

Advisors at this office

Bradley W

Series 66

Jackson, OH

Edward Jones

Bradley Wilson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for twelve years at Lendmark Financial Services. Outside of his advisory role, he serves as an unpaid assistant golf coach for Jackson City Schools, assisting with practices and matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

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

Ty B

Series 66

Jackson, OH

Edward Jones

Ty Broermann is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He has previously worked at Compass, Aramark, Vinton County National Bank, and has been involved with organizations such as the Jackson Area YMCA and OHSAA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Planning for children with special needs Wealth management Financial Professional Young Professionals

Chad K

Series 66

Jackson, OH

Edward Jones

Chad Knittel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Atomic Credit Union and One Main Financial. Outside of his advisory role, he serves as a board member for Christ Church of Jackson and volunteers as a basketball coach for Jackson City Schools. He also teaches a Bible study through LifeWise Academy and is involved with The Hypomone Project, a faith-based charitable organization. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Income planning Founder/Business Owner

David F

Series 63

Jackson, OH

Edward Jones

David Furbee is a financial advisor with Edward Jones in Jackson, Ohio, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Furbee serves as chairman of the Board of Trustees and chair of the Investment Committee at Shawnee State University and teaches an investment class there as an unpaid adjunct professor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and supports its 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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