Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Lewistown, MT
Edward Jones
Institution
Tj Beck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Torgerson's Equipment and six years at Frontline Ag Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Lewistown, MT
Lewistown MT
Advisors at this office
1
Montana · Nebraska
< 1 year of industry experience
Edward Jones
2026 - Present • 1 year
St Louis, MO
Torgerson's Equipment
2017 - 2026 • 9 years
Lewistown, MT
Frontline Ag Solutions
2011 - 2017 • 6 years
Great Falls, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Lewistown, MT
Edward Jones
Steven Foran is a financial advisor at Edward Jones with 11 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
CFP®, ChFC®, Series 66
Lewistown, MT
Edward Jones
Mari Krumwiede is a financial advisor with Edward Jones in Lewistown, MT, holding CFP®, ChFC®, and Series 66 designations, and has 11 years of industry experience. She has been with Edward Jones since 2015 and has been self-employed since 1998. Outside her advisory role, she serves as a high school volleyball official in Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and affiliated capabilities such as a trust company and proprietary mutual funds.
Series 66
Lewistown, MT
Edward Jones
Amy Clark is a Series 66-licensed financial advisor with Edward Jones in Lewistown, MT, and has eight years of experience in the industry. Prior to joining Edward Jones, she worked at Stockman Bank and has also been involved in the food service sector, owning Sweet Pea Cakery, a custom cake and dessert business. Outside of her advisory role, she coaches U-16 girls volleyball in her local community. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment products, operating under a fiduciary standard.
CFP®, Series 66
Lewistown, MT
Edward Jones
Stefanie Dubbs is a CFP® professional with 10 years of experience at Edward Jones in Lewistown, MT. She has been with Edward Jones since 2016. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.
CFP®, Series 66
Lewistown, MT
Edward Jones
Joseph Eckhardt is a financial advisor with Edward Jones in Lewistown, MT, holding CFP® and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in local business activities including ownership of a handyman and contractor LLC and membership in a real estate holding company, as well as serving on a review board for a local revolving loan fund. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by a nationwide network of over 23,000 financial advisors.
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