Stoughton, WI Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

Stoughton WI

Advisors at this office

3

Advisors at this office

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Jon V

CFP®, Series 63, Series 66

Stoughton, WI

Edward Jones

Jon Venable is a CFP®-certified financial advisor with Edward Jones in Stoughton, WI, where he has worked since 1999. He has 26 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Venable serves as an assistant coach for boys’ baseball ages 13-14 with the Carterville Tri-C Baseball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Thomas F

Series 63

Stoughton, WI

Edward Jones

Thomas Fendrick is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 1998. He serves on the Board of Directors for Stoughton Hospital and works as an election inspector for the Town of Pleasant Springs in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm provides a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Jacob F

Series 66

Stoughton, WI

Edward Jones

Jacob Fendrick is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cummins Emissions Solutions and Phoenix Foreign Cars. 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 more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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