Edward Jones-Financial Advisor: José Lusende

Edward Jones-Financial Advisor: José Lusende I joined Edward Jones after my family and I had been clients for a while. My primary focus is to learn what's most important to you.

This experience has afforded me the sharp ability to relate to you and deeply connect with you. With Edward Jones's vast array of resources, tools and established processes, I will develop tailored financial strategies to help meet your specific needs. I will partner with you for life to help keep you on track. Helping you achieve your future financial goals is a calling for me, not just a career.

Putting you first is Edward Jones' number one core value and, indeed, my first and foremost priority. Rooted in Midwestern values, our philosophy has served us well for nearly a century. When you are here, you become a valued member of the Edward Jones family. This was the distinguishing characteristic that sets this firm apart for me. Prior to joining Edward Jones, I held leadership positions as a fundraising professional in the nonprofit sector, including at two local universities. I am skilled at building meaningful and long-lasting relationships. I am grateful for the privilege I've enjoyed interacting with people from all walks of life. This diversified exposure has instilled in me the sense of “being of service” when working with you. About Me

Central Indiana has been home for me for over 25 years. I hold a master's degree from the IU Lilly Family School of Philanthropy and a bachelor’s degree in economics, with a finance major from Marien Ngouabi University in the Congo. I served as a volunteer for many organizations. Currently, I am a board member for New Hope of Indiana and Congo Helping Hands. My American Dream life story has been featured in the book "New Faces at the Crossroads" and in the recent BBC documentary "Miriam's Great American Adventure." My family lives on the northeast side of Indianapolis. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC
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Address

9249 East 141st Street
Fishers, IN
46038

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

Telephone

+13174369922

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