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Carissa Marie Junker

Advisor at Edward Jones — Hannibal, MO

Updated today

Credentials

Series 66

Experience

3 years

Location

Hannibal, MO

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Carissa Junker is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Junction House and St. Louis University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Hannibal, MO

Hannibal MO

Advisors at this office

1

Most active in

Missouri

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Edward Jones

2022 - 2023 • 1 year

St Louis, MO

Junction House

2020 - 2021 • 1 year

Wentzville, MO

St Louis University

2020 - 2023 • 3 years

St Louis, MO

Palm Beach Tan

2019 - 2020 • 1 year

St Peters, MO

Wentzville Parks and Rec

2018 - 2018 • 1 year

Wentzville, MO

Unemployed

2013 - 2018 • 5 years

Wentzville, 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

Albert P

Series 63, Series 65

Hannibal, MO

Pettibone Wealth Management, LLC

Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning
user avatar

Shelby T

Series 66

Hannibal, MO

Momentum Independent Network Inc.

Shelby Terrill is a financial advisor at Momentum Independent Network Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors, LLC for 10 years. Outside of his advisory role, Terrill is a co-owner and operator of a local coffee shop in Hannibal, MO, and serves on the board of the Hannibal Regional Foundation, a nonprofit supporting the local healthcare system, as well as the finance council for Holy Family Catholic Church and School. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary portfolios through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Patrick B

Series 63, Series 65

Hannibal, MO

LPL Financial

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Securities America Advisors and National Planning Corporation, and he has operated Benson Financial Group since 2007. Outside of his advisory work, Benson owns and manages several business entities related to insurance and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Bradley K

Series 66

Hannibal, MO

Edward Jones

Bradley Kurz is a financial advisor with Edward Jones in Hannibal, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Kurz serves on the Board of Directors for Hannibal Regional Health System and is chairman of the Missouri United Methodist Conference Finance and Administration committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Aaron H

Series 66

Hannibal, MO

LPL Financial

Aaron Hill is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. His prior roles include positions at Securities America Advisors and Benson Financial Group. He has also worked in academic settings at Culver-Stockton College and East Central University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kathy Q

Series 66

Hannibal, MO

Edward Jones

Kathy Quinn is a financial advisor with Edward Jones in Hannibal, MO, holding the Series 66 designation and 19 years with the firm. She has two years of industry experience and also works part-time in customer service for a retail catalog company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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