Angela Momot

Advisor at Edward Jones

Updated today

Location

Potosi, MO 63664

Credentials

Series 63, Series 66

Industry experience

26 years

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

326 East High Street Suite 4

Potosi, MO 63664

Most active in

Missouri · Texas

Work history

Edward Jones

1999 - Present (27 years)

Disclosures

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

Business activities & affiliations

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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
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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 with Edward Jones, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2014 and has prior experience with the Kingston School District and Southeast Missouri State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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
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Janet R

Series 66

Desloge, MO

Thrivent Investment Management

Janet Renshaw is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has worked at Thrivent and Ameriprise Financial Services. Outside of her advisory work, she serves as a church clerk, and as a board member for a local nonprofit providing community assistance and the Desloge Chamber of Commerce. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial analyses and broad planning topics without providing portfolio management for institutional clients.

Business ownership considerations
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Michael H

Series 66

Bonne Terre, MO

Cambridge Investment Research Advisors

Michael Hammack is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2014 and is involved in several community and nonprofit boards, including the Mineral Area College Foundation and Parkland Health Center Foundation. Hammack also owns and operates business consulting and financial groups. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension or profit-sharing plans. The firm offers various advisory services through a large network of independent Financial Professionals, employing model portfolios, third-party strategists, and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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