Jeramie Allen Grosenbacher

Advisor at Edward Jones — Aurora, MO E Olive

Updated today

Credentials

CFP®, Series 63

Experience

27 years

Location

Aurora, MO 65605

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,149 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. 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 manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by 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

Retirement income strategy General retirement planning Wealth management

Occupation focus

Self-Employed

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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

Aurora, MO E Olive

103 E Olive

Aurora MO 65605

Advisors at this office

1

Most active in

Missouri · Texas

Work history

27 years of industry experience

Edward D. Jones & Co., L.P.

1998 - Present • 28 years

Ozark, MO

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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Leeandra E

Series 65

Verona, MO

Walker Asset Management, LLC

Leeandra Ennes is a financial advisor with Walker Asset Management, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at Salon Service Group and Damar Worldwide. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm uses globally diversified portfolios based on modern portfolio theory and tailors strategies to each client’s risk profile and investment objectives.

General retirement planning Founder/Business Owner Retired
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Molly C

Series 66

Verona, MO

Walker Asset Management, LLC

Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. prior to joining Walker Asset Management in 2016. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, tailoring strategies to each client’s risk profile and investment objectives.

General retirement planning Founder/Business Owner Retired
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Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

Dennis Walker is a financial advisor with Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. Walker has led his current firm since 2016. Walker Asset Management provides advisory services to individuals, families, and businesses, including retirement plan participants, through discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, tailoring strategies to each client’s risk profile and objectives.

General retirement planning Founder/Business Owner Retired
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David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning
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Andrew R

ChFC®, Series 66

Clever, MO

Arax Advisory Partners

Andrew Rhoads is a financial advisor at Arax Advisory Partners with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at Equitable Advisors, Axa Advisors, Traction Financial Partners, Cedrus LLC, and SRS Capital Advisors, LLC. Outside of advisory work, he is involved with Barrett Business Services, Inc. as a referral partner. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Michele K

Series 65

Clever, MO

Wealth Enhancement Advisory Services, LLC

Michele Kitta is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Arbor Capital Management for seven years and American National Insurance Company for one year. Additionally, Ms. Kitta is employed by Magellan Health, where she is involved in designing processes and risk area reviews. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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