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Johnathon Blaize Klossner

Advisor at Edward Jones — Rolla, MO W 2nd

Updated today

Credentials

ChFC®, Series 66

Experience

2 years

Location

Rolla, MO 65401

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,115 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Johnathon Klossner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Ben Hur Construction and Royal Canin-Rolla, and studied at Missouri S&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and services supported by a large network of advisors and branch offices.

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

Rolla, MO W 2nd

700 W 2nd Ste A

Rolla MO 65401

Advisors at this office

2

Most active in

Missouri · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2023 - 2024 • 1 year

Rolla, MO

Ben Hur Construction

2022 - 2022 • 1 year

St. Louis, MO

Royal Canin-Rolla

2021 - 2021 • 1 year

Rolla, MO

Missouri S&T

2019 - 2023 • 4 years

Rolla, MO

Mi Serenity

2019 - 2019 • 1 year

Rolla, MO

Unemployed

2014 - 2019 • 5 years

Rolla, 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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Mark R

Series 63, Series 65

Rolla, MO

Wealth Enhancement Advisory Services, LLC

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

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)

Lindsey S

ChFC®, Series 66

Rolla, MO

Edward Jones

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

Gary K

Series 66, Series 63

Rolla, MO

Edward Jones

Gary Klossner is a financial advisor with Edward Jones in Rolla, MO, holding Series 66 and Series 63 licenses and offering 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Klossner co-owns and drives a race car team, which he operates primarily as a hobby. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is distinguished by its extensive network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor with Edward Jones in Saint James, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at C M Archer, Cetera, and Maries County Bank. He serves as a board member of the Power of Hope Equestrian Center, participating in monthly meetings and general volunteering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services supported by a nationwide network of financial advisors and branch offices.

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

Matthew W

Series 63, Series 65, Series 66

Rolla, MO

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 14 years before joining Edward Jones in 2015. In addition to his advisory role, he serves as president of the Rolla Community Development Corporation, a non-profit board overseeing the development of the city industrial park, and is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Teresa C

Series 63, Series 66

Rolla, MO

Edward Jones

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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