Mishawaka, IN Edison Lakes Pkwy 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

4100 Edison Lakes Pkwy

Mishawaka IN 46545

Advisors at this office

4

Advisors at this office

Bret F

Series 66

Mishawaka, IN

Edward Jones

Bret Forsyth is a financial advisor with Edward Jones in Mishawaka, Indiana, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Forsyth owns and maintains a condo rental property in Chicago. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Founder/Business Owner

Daniel N

Series 66

Mishawaka, IN

Edward Jones

Daniel Nussbaum is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Qewes, LLC, Inovateus Solar, LLC, and the South Bend Medical Foundation. Outside of his advisory role, he volunteers as a varsity football coach at St. Joseph High School in South Bend, Indiana. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional Professional Athlete

Lindsey D

Series 66

Mishawaka, IN

Edward Jones

Lindsey Downey is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where she has worked since 2019. She has six years of industry experience, including five years at KINETIC IT Solutions prior to joining Edward Jones. Outside of advising, she is involved in a health and wellness business as a distributor for Advocare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and offices.

Business exit / sale strategy Business ownership considerations Retirement income strategy Divorce financial planning Business succession planning Founder/Business Owner
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Jason S

Series 66

Mishawaka, IN

Edward Jones

Jason Shaul is a financial advisor with Edward Jones in South Bend, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Genesis Products, Martell Electric LLC, and US 31 Supply, Inc. Outside of his advisory role, he sells handcrafted woodworking items on Etsy as a weekend hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

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