Angela Lea Momot

Advisor at Edward Jones — Potosi, MO East High Street

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Potosi, MO 63664

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,119 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Angela Momot is a financial advisor with Edward Jones in Potosi, MO, holding Series 63 and Series 66 designations and 27 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 with a range of advisory programs and investment strategies, supported by a large nationwide network of financial 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

27 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 Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Prospera Financial Services, Inc., joining in 2025 after 12 years at Cutter & Company, Inc. and four years at Edward Jones. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing over $14 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a variety of advisory programs and third-party platforms.

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
user avatar

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

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, holding a Series 66 designation and 14 years of industry experience. He has worked at Cambridge since 2014 and was previously with Ameriprise from 2012 to 2014. Hammack serves on the boards of the Mineral Area College Foundation and the Parkland Health Center Foundation. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm administers multi-billion dollar assets through a network of thousands of financial professionals and provides access to various platforms, proprietary model strategies, and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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