Oberlin, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,148 offices
Location
20 South Main Street
Oberlin OH 44074-1627
Advisors at this office
2
Advisors at this office
Steven S
Series 65, Series 63
Oberlin, OH
Edward Jones
Steven Schmittle is a financial advisor with Edward Jones in Oberlin, Ohio, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Max S
Series 65, Series 63
Oberlin, OH
Edward Jones
Max Schmittle is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Edward Jones in 2022, his work history includes positions in the automotive industry and roles at Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.
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