Massillon, OH 6722 Wales Ave NW Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,159 offices

Location

6722 Wales Ave NW

Massillon OH 44646

Advisors at this office

5

Advisors at this office

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Joseph M

Series 63

Massillon, OH

Edward Jones

Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. 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 operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

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

Jonathan S

CFP®, Series 66

Massillon, OH

Edward Jones

Jonathan Sias is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, he worked at ChemSpec Ltd for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Public Service Employee Educators, Teachers, and Academics

Joseph T

Series 66

Massillon, OH

Edward Jones

Joseph Tornabene is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Johnson & Johnson for 14 years. Outside of his advisory role, he owns and manages two rental property LLCs in Canton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with an emphasis on fiduciary standards and tax-efficient services.

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

Samantha H

Series 66

Massillon, OH

Edward Jones

Samantha Heisley is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years in the automotive sector with Waikem Auto and Diehl Auto. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Founder/Business Owner

Paul F

ChFC®, Series 66

Massillon, OH

Edward Jones

Paul Frey is a financial advisor with Edward Jones in Massillon, OH, holding a ChFC® designation and a Series 66 license. He has eight years of industry experience, including nine years at Edward Jones and 24 years at Bob Evans prior to that. Outside of finance, he performs as a drummer for a local band, the Twanglers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Dentist Founder/Business Owner
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