As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. My goal is to work closely with you to help determine the most appropriate financial strategies for you and your family to help keep you on track to reach your financial goals.
I began my Edward Jones career in 2001 as a financial advisor in Bluffton, IN. Today, Edward Jones serves the community from three convenient locations. I am proud to say I became a limited partner with Edward Jones in 2011.
I earned a bachelor’s degree from Purdue University in West Lafayette. The financial planning industry is constantly changing and I feel it is important to continue to deepen my knowledge of the industry. In 2006, I received the AAMS® designation, then in 2016, I obtained my CFP® certification.
I have been active in business and civic organizations in Bluffton for many years. I am a member of the Wells County Chamber of Commerce, past president and member of the Bluffton Rotary Club, and on the Grants Committee for the Wells County Community Foundation.
All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.
Phone NumberJeremy M Todd at (260) 824-0686
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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