Worthington, OH High Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

890 High Street Ste 220

Worthington OH 43085

Advisors at this office

2

Advisors at this office

Mark H

Series 63

Worthington, OH

Edward Jones

Mark Huber is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 63 credential and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of financial services, he is a part owner of a Standardbred trotter horse involved in selecting stakes races. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Karen L

Series 66

Worthington, OH

Edward Jones

Karen Lohr is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at Blue and Company and Professional Practice Management. Outside of her advisory role, she volunteers as a poll worker for the Franklin County Board of Elections. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a nationwide network of over 23,000 financial advisors.

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