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Tina Michelle Mapes

Advisor at Edward Jones — Foristell, MO

Updated today

Credentials

Series 66

Experience

10 years

Location

Foristell, MO

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Tina Mapes is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2021. She has 10 years of industry experience, including five years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an adjunct instructor at Hannibal-La Grange University, facilitating online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of 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

Foristell, MO

Foristell MO

Advisors at this office

2

Most active in

Missouri

Work history

10 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

Wells Fargo Clearing

2016 - 2021 • 5 years

Overland Park, KS

Wells Fargo Advisors Llc

2015 - 2016 • 1 year

Overland Park, KS

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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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

John Lotshaw is the principal of JM Lotshaw Consulting, an independent registered investment adviser based in O'Fallon, Missouri. He holds the ChFC® designation and Series 63 license and has 30 years of industry experience. Lotshaw has led JM Lotshaw Consulting since 2003. JM Lotshaw Consulting provides discretionary portfolio management and advisory services primarily to high-net-worth individuals and families. The firm manages approximately $7.9 million across seven client relationships, using a combination of fundamental and technical analysis to tailor strategies according to clients’ objectives and risk tolerances.

Active portfolio management
user avatar

Joshua B

Series 65

Troy, Lincoln, MO

Bockhorst Wealth Strategies LLC

Joshua Bockhorst is a financial advisor with Bockhorst Wealth Strategies LLC in Troy, Lincoln, Missouri. He holds a Series 65 designation and has experience outside of finance working with NorthRoad Church, St. Charles Community College, and Downs Drywall. Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non-discretionary investment advisory services and financial coaching to individual investors, including both non-high-net-worth and high-net-worth clients. The firm combines fundamental and technical analysis with market research to develop long-term investment recommendations and emphasizes client education through scheduled review meetings and written follow-up.

General retirement planning
user avatar

James D

CFP®, Series 63, Series 65

Lake St. Louis, MO

Wealth Ambassadors, LLC

James Dearing is a CFP® with 27 years of experience, currently serving as the sole advisor at Wealth Ambassadors, LLC in Lake St. Louis, MO. He has been self-employed as an insurance agent since 2012 and serves on the board of Worldwide Inventory Network, Inc., a charitable organization. He is also involved in a health consulting business and owns a group coaching and training company. Wealth Ambassadors provides portfolio management and financial planning services to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios, often using mutual funds and ETFs, and offers both discretionary and non-discretionary management along with pension consulting.

General retirement planning
user avatar

James E

Series 65

Ofallon, MO

Transcendent Investment Advisors, LLC

James Ethington is a financial advisor at Transcendent Investment Advisors, LLC and holds a Series 65 designation. He has one year of experience in financial advising and a background that includes eighteen years at The Boeing Company and twenty years with the Missouri Air National Guard. Transcendent Investment Advisors is an independent, fee-only registered investment adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm employs a quantitative, research-driven investment approach and offers continuous portfolio management alongside project-based consulting, educational services, and seminars.

Options & derivatives strategies Active portfolio management
user avatar

Chad C

Series 63, Series 65

O'Fallon, MO

Centorbi Financial Group, Inc.

Chad Centorbi is the principal of Centorbi Financial Group, Inc., an independent advisory firm based in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including seven years at Silver Oak Securities, Inc. Outside of his advisory work, Centorbi serves on the investment committee for the Academy of the Sacred Heart School endowment fund and leads a tax and consulting business. Centorbi Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, offering managed accounts with discretionary and non-discretionary options. The firm’s investment approach includes asset allocation, dollar-cost averaging, and both long- and short-term holdings, with client portfolios held at an independent custodian.

Income planning Retirement income strategy General estate planning guidance
user avatar

Christopher S

Series 63, Series 65

Weldon Spring, MO

Starkey & Associates, Inc.

Christopher Starkey is the sole advisor at Starkey & Associates, Inc. in Weldon Spring, MO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Starkey & Associates since 1984. Outside of his advisory work, Starkey is the owner of Ozark Mountain Boys, Inc., a music-related business. Starkey & Associates, Inc. serves a small client base including individuals, pension plans, trusts, and business entities, managing approximately $25 million in assets. The firm employs a common-sense approach using fundamental analysis and a mix of long- and short-term strategies without margin trading, managing accounts on a non-discretionary basis with client trade approval.

Options & derivatives strategies
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