Jeremy Otte
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
General estate planning guidance
Inheritance planning
Work history
Edward Jones
2017 - Present (9 years)
The RIDGE Project
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jason D
CFP®
Defiance, OH
Demland Wealth LLC
I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.
Michael S
CFP®, Series 66
Napoleon, OH
Edward Jones
Blake S
CFP®, Series 66
Napoleon, OH
Edward Jones
Ryan B
CFP®, Series 66
Bryan, OH
Edward Jones
Quinton R
Series 63, Series 66
Napoleon, OH
Fidelity
Quinton Ranzau is a Planning Consultant at Fidelity Investments, where he focuses on co-creating personalized financial plans that align with clients' unique goals. He is dedicated to safeguarding and growing wealth through carefully selected investments and strategies to help clients feel secure and confident about their financial future. Quinton has held several roles in the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2025, Financial Advisor at Wells Fargo Advisors from 2022 to 2023, Registered Customer Experience Representative at Robinhood Markets from 2021 to 2022, and Senior Customer Service Representative Specialist at PNC Investments from 2019 to 2021. Outside of his professional work, Quinton enjoys football, spending time with friends at social events, outdoor adventures, reading, traveling, and volunteering.
Terry H
CFP®, Series 66
Napoleon, OH
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")