Saranac Lake, NY 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

66 Main St Suite 2

Saranac Lake NY 12983

Advisors at this office

4

Advisors at this office

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Joseph B

Series 66

Saranac Lake, NY

Edward Jones

Joseph Brennan is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Renaissance Baton Rouge and Bank of America/Merrill Lynch, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers various advisory programs with discretionary and non-discretionary strategies, manages over $1 trillion in assets, and operates 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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Matthew T

Series 63

Saranac Lake, NY

Edward Jones

Matthew Theis is a financial advisor with Edward Jones in Saranac Lake, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options 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

Bradley V

Series 66

Saranac Lake, NY

Edward Jones

Bradley Varner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Saranac Lake Central School District and was self-employed for several periods. Outside of his advisory work, he instructs square dancing locally and is listed as a partner in a handmade decal business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a variety of investment strategies and fiduciary advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive

Corbin L

Series 66

Saranac Lake, NY

Edward Jones

Corbin Lucy is a financial advisor at Edward Jones in Saranac Lake, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served three years in the U.S. Air Force and currently participates in the U.S. Air National Guard as a logistics technician. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
View complete list of advisors at this office
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