Portsmouth, OH Chillicothe Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,095 advisors across 14,148 offices

Location

507 Chillicothe Street

Portsmouth OH 45662

Advisors at this office

6

Advisors at this office

Barry R

Series 63

Portsmouth, OH

Edward Jones

Barry Rodbell is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Retired Founder/Business Owner Executive
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Gregory G

Series 66

Portsmouth, OH

Edward Jones

Gregory Gulker is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His work history includes roles at Edward Jones since 2022, as well as prior positions in automotive sales and community health. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

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

Asa J

Series 63, Series 65

Portsmouth, OH

Edward Jones

Asa Jewett is a financial advisor with Edward Jones in Portsmouth, OH, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Jewett serves as a board member of the Southern Ohio Museum and is president of the Washington Nile Local School District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Portsmouth, OH

Edward Jones

John Rahal is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes positions at BOKF, NA, CliftonLarsonAllen LLP, and roles in education and camp administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Christopher M

Series 66

Portsmouth, OH

Edward Jones

Christopher Mauk is a financial advisor with Edward Jones in Portsmouth, Ohio, holding a Series 66 designation and nine years of industry experience. Before joining Edward Jones in 2017, he worked at ECLI Products LLC from 2013 to 2017. Mauk serves on the board of trustees for Notre Dame School, focusing on maintaining Catholic and academically rigorous education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Dawn J

Series 66

Portsmouth, OH

Edward Jones

Dawn Joyce is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

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