South Bend, IN E Wayne St 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

100 E Wayne St Suite 500

South Bend IN 46601

Advisors at this office

2

Advisors at this office

Leo P

CFP®, Series 63, Series 66

South Bend, IN

Edward Jones

Leo Priemer is a CFP® professional with 19 years of experience in financial advising, currently serving clients at Edward Jones since 2007. Based in South Bend, IN, he holds Series 63 and Series 66 licenses alongside his certification. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Amanda B

Series 66

South Bend, IN

Edward Jones

Amanda Bontrager is a financial advisor at Edward Jones in South Bend, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she spent ten years at The Stanley Clark School. Outside of her advisory role, she teaches yoga classes at the Cassopolis Fitness Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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