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Pritipal B
Series 66
Westlake Village, CA
Edward Jones
Pritipal Bhinder is a financial advisor at Edward Jones in Thousand Oaks, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Gabriel T
Series 66
Sugar Land, TX
Edward Jones
Gabriel Trevino is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Woodgroup Mustang for Sunoco Logistics, Mustang Engineering, and Keller Williams Signature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.
Craig B
CFP®, Series 66
Maryville, TN
Edward Jones
Craig Bales is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Henry Schein Dental for one year. Based in Maryville, TN, Bales focuses on wealth management services within his firm. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lisa B
CFP®, Series 66
Indianapolis, IN
Edward Jones
Lisa Beally is a CFP® designated financial advisor with Edward Jones in Indianapolis, IN, bringing 8 years of industry experience. She has been with Edward Jones since 2017, following a 13-year career at Aerosmith Fastening Systems. Outside of her advisory role, she co-owns a rental property through a family-managed LLC. 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 a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.
Alex P
Series 66
Sioux Falls, SD
Edward Jones
Alex Parker is a financial advisor at Edward Jones with four years of industry experience. He previously worked at First Bank & Trust for six years and had a brief tenure at Learfield Sports - Jackrabbit Sports Properties. Outside of advising, he is a co-owner of Parkwin LLC, which holds a vacation property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Nashica M
CFP®, Series 66
Alpharetta, GA
Edward Jones
Nashica Mc Rath is a CFP® professional with seven years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at LeasePlan US for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.
Jacob H
Series 63, Series 66
Charlotte, NC
Edward Jones
Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.
Michael S
Series 63
Wellington, OH
Edward Jones
Michael Sunderman is a financial advisor with Edward Jones who holds a Series 63 designation and has 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a trustee for the Patricia Lindley Performing Arts Center, is a part owner in a grain farming operation, and holds board and finance committee positions in local community organizations. 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 offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
Michael S
CFP®, Series 66
St. Louis, MO
Edward Jones
Michael Shaeffer is a CFP® and Series 66-registered financial advisor with Edward Jones, based in St. Louis, MO. He has 12 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm operates a large national network of financial advisors and branch offices, offering discretionary and non-discretionary strategies as well as tax-efficient services under a fiduciary standard.
Todd D
CFP®, Series 63, Series 65
Camp Hill, PA
Edward Jones
Todd Dietrich is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Edward Jones, having joined the firm in 2023. Prior to Edward Jones, he worked at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Todd holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Camilla D
Series 66
Hammond, LA
Edward Jones
Camilla Dufour is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she serves as the chairperson of Leadership St. Tammany’s Board of Trustees, overseeing a leadership development program with over 500 graduates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.
Robert E
Series 66
Austin, TX
Edward Jones
Robert Evans is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Edward Jones since 2013, including a prior three-year period, and spent five years at BBVA subsidiaries from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Brian F
Series 66
Wentzville, MO
Edward Jones
Brian Frazzetta is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard, notable for its extensive retail advisor and branch presence as well as affiliated capabilities beyond traditional advisory services.
Raul P
Series 66
Fayetteville, NC
Edward Jones
Raul Palacios is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation. He has 20 years of industry experience, including 19 years at OneMain Financial and over a year with Edward Jones. 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 programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.
Angel S
Series 66
Hermantown, MN
Edward Jones
Angel Saczko is a financial advisor with Edward Jones in Hermantown, MN, holding a Series 66 license and three years of industry experience. He previously worked at EG America and Travel Centers of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices.
Melissa V
Series 66
Orwigsburg, PA
Edward Jones
Melissa Valentine is a financial advisor at Edward Jones in Orwigsburg, PA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gordon P
Series 66
Chapel Hill, NC
Edward Jones
Gordon Pruitt is a Series 66-licensed financial advisor at Edward Jones in Chapel Hill, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at Bull City Learning and Syneos Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
Gabriel W
Series 66
Acworth, GA
Edward Jones
Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he operated a window treatment business, EG Willis, Inc., from 2021 to 2024, which he has since turned over to his spouse. Before that, he worked at American States Utility Services, Inc. for ten years. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, offering a variety of advisory programs and investment solutions under a fiduciary standard.
Geoffrey S
CFP®, Series 66
Mountain Home, AR
Edward Jones
Geoffrey Smith is a CFP®-designated financial advisor with Edward Jones in Mountain Home, Arkansas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. In addition to his advisory role, he is a co-owner and involved in oversight of a local liquor store and several real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Arron T
CFP®, Series 66
Pittsburgh, PA
Edward Jones
Arron Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Alliance Rx Walgreens Prime and served in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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