Angela Lea Momot

Advisor at Edward Jones — Potosi, MO East High Street

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Potosi, MO 63664

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,155 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Angela Momot is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Potosi, MO East High Street

326 East High Street Suite 4

Potosi MO 63664

Advisors at this office

1

Most active in

Missouri · Texas

Work history

26 years of industry experience

Edward Jones

1999 - Present • 27 years

St. Louis, MO

Disclosures

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

Business activities & affiliations

user avatar

Craig G

Series 66

Bismark, MO

Prospera Financial Services, inc.

Craig Gissy is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cutter & Company, Inc. for 12 years before joining Prospera Financial Services in 2025. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers investment advisory and financial planning services across various platforms and delivery vehicles.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Chasten B

Series 66

Bonne Terre, MO

Fidelity

Chasten Boen is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His previous roles include positions at NBC Securities Inc, First State Financial Management, and Southeast Missouri Community Credit Union. Outside of his advisory work, he is involved with Boen Racing, where he works on and drives a dirt track racing car in events throughout the Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management

Allison K

Series 66

Park Hills, MO

Edward Jones

Allison Kennon is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has previously worked at Kingston School District and Southeast Missouri State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner

Brandon P

Series 66

Desloge, MO

Edward Jones

Brandon Penberthy is a financial advisor at Edward Jones in Desloge, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in real estate through multiple business entities and serves as a trustee managing physical assets and budgets for a local church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
user avatar

Janet R

Series 66

Desloge, MO

Thrivent Investment Management

Janet Renshaw is a financial advisor with Thrivent Investment Management in Desloge, MO, holding a Series 66 designation and eight years of industry experience. Her prior work includes four years at Ameriprise Financial Services and several years with Thrivent Financial. Outside of her advisory role, she serves as a church clerk and holds board memberships with a local nonprofit assisting community members with support services and the Desloge Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, delivering goal-based financial analyses and written recommendations across a broad range of planning topics without including implementation or discretionary portfolio management.

Business ownership considerations
user avatar

Michael H

Series 66

Bonne Terre, MO

Cambridge Investment Research Advisors

Michael Hammack is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Hammack serves on the boards of the Mineral Area College Foundation and Parkland Health Center Foundation and owns a business consulting firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management approaches and multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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