Lancaster, PA Santa Barbara Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

1891 Santa Barbara Drive, Suite 106

Lancaster PA 17601

Advisors at this office

2

Advisors at this office

Andrew K

Series 66

Lancaster, PA

Edward Jones

Andrew Keiser is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was involved with A&I Products and served as a track announcer at Buck Motorsports Park, an entertainment venue, from 2006 to 2018. Additionally, he is president of Redline Productions, a business corporation based in Lancaster, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of advisors.

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

Series 63, Series 66

Lancaster, PA

Edward Jones

Matthew Perrotti is a financial advisor at Edward Jones in Lancaster, PA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at The Sherwin-Williams Co. and The Prudential Insurance Company of America, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and supports its services with a large national 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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