David A Jones

Adam Birch is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services and KeyBank since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight in coordination with affiliated entities within the KeyCorp group.

Sied Nasri is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization, offering a range of specialized investment products and services.

Jacob Varriale is a Series 66-credentialed financial advisor with Edward Jones, based in Fruitland, ID, and has two years of industry experience. Prior to joining Edward Jones, he worked for Lansing Building Products and Lowe’s Home Improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a nationwide network of financial advisors.

Katrina Peck is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 28 years of industry experience. Her prior work includes roles at LPL Financial, First Command, Bank of the West, Bancwest Investment Services, Lumity, and Loring Ward Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Janine Nation is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Fruitland, ID. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Van Idour is a Series 66-licensed financial advisor with Edward Jones in Ontario, Oregon, and has five years of industry experience. His prior work history includes roles at Lindsay Creek Vineyards, Trimix Associates, Armis Pest Management, Green Shield Pest Control, Big 5 Sporting Goods, and the University of Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.