Ottawa, KS North Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

101 North Main Street

Ottawa KS 66067

Advisors at this office

2

Advisors at this office

Jacob B

Series 66

Ottawa, KS

Edward Jones

Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive

Casey L

Series 66

Ottawa, KS

Edward Jones

Casey Lytle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of advising, Casey is involved with the City of Wellsville Planning Commission and has worked in a local coffee and sandwich shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Founder/Business Owner
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