Jacob Hutchins

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

New Richmond, WI 54017-0000

Credentials

CFP®, Series 66

Industry experience

8 years

Expertise

General retirement planning Retirement income strategy General estate planning guidance

Work history

Edward Jones

2017 - Present (9 years)

Lyft

2017 - 2017 (1 year)

Uber

2017 - 2017 (1 year)

River City Air

2016 - 2017 (1 year)

MGM Wine & Spirits

2016 - 2016 (1 year)

Edward Jones

2016 - 2017 (1 year)

Edward Jones

2016 - 2016 (1 year)

Home Depot

2015 - 2016 (1 year)

Full Time Student

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Derek F

CFP®, Series 66

Stillwater, MN

Edward Jones

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Engineering Professional

Greta F

Series 66

Stillwater, MN

Merrill

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill. She works closely with clients and their families to navigate significant financial decisions, focusing on areas such as wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta emphasizes clear communication to help clients weigh their options and make informed decisions aligned with their individual financial goals. Greta holds a Bachelor’s degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional, a credential awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Her professional approach combines technical knowledge with personal dedication to support clients in achieving their long-term financial objectives. Residing in her hometown of Lake Elmo, Minnesota, Greta shares her life with her husband, Joel, and their two children. Outside of her professional work, she enjoys spending time with her family, skiing, reading, and attending Iowa State Cyclones games. Her interests also include billiards, boating, music, running, watching movies, and yoga.

Wealth management Retirement income strategy Social Security optimization General estate planning guidance Trust structures (GRAT, IDGT, revocable) Married/Couples/Partners Parents

Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused

Tyson L

CFP®, Series 66

New Richmond, WI

Edward Jones

General estate planning guidance Retirement income strategy Retirement withdrawal strategies Wealth management

Christopher B

Series 66

Hudson, WI

Fidelity

Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.

General retirement planning Retirement income strategy Income planning

Brian B

Series 63

Baldwin, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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