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Kimberly J
Series 66
Beaumont, TX
Edward Jones
Kimberly Jones is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for eleven years at Liberty Independent School District. Outside of her advisory role, she has served as a high school counselor for Liberty ISD. 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, supported by a large network of advisors and branch offices nationwide.
Alexandra S
CFP®, Series 66
Austin, TX
Edward Jones
Alexandra Smith is a CFP®-credentialed financial advisor with six years of industry experience, currently practicing at Edward Jones in Austin, TX. Prior to joining Edward Jones, she held various roles in retail and styling sectors, including a position as a junior personal stylist managing virtual clients at Forever Styled. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and integrated capabilities beyond traditional advisory services.
Alvin H
Series 63, Series 66
Bloomfield Hills, MI
Edward Jones
Alvin Hill III is a financial advisor with Edward Jones in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Comcast Corporation from 2015 to 2018. 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 through a network of about 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Frank R
Series 63, Series 66
Gretna, LA
Edward Jones
Frank Roccaforte is a financial advisor with Edward Jones in Gretna, LA, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Beau C
Series 66
Worland, WY
Edward Jones
Beau Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has worked at Stockman Energy and held academic positions at the University of Wyoming and Laramie County Community College. Outside of finance, Clark coaches junior high football and manages a personal agriculture business involving horses, cattle, and pigs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.
Derek L
Series 66
Buffalo, MN
Edward Jones
Derek Larson is a financial advisor at Edward Jones in Buffalo, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked for Suburban Manufacturing Group from 2013 to 2018. Larson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large network of financial advisors and branch offices.
Daniel V
CFP®, Series 63, Series 66
Charlotte, NC
Edward Jones
Daniel Vey is a CFP®-certified financial advisor with Edward Jones in Charlotte, NC, where he has worked since 2001, accumulating 24 years of industry experience. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he manages an office rental business. 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 over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
David C
Series 66
Lima, OH
Edward Jones
David Compton is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in the sales of vintage sports jerseys and other clothing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Thomas T
Series 66
Ogden, UT
Edward Jones
Thomas Tucker is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 credential and seven years of industry experience. He previously worked at Citibank for four years before joining Edward Jones in 2018. Outside of his advisory role, he is a member of Last Chance Vacation Home LLC, which manages a vacation property in Laketown, UT. 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 nationwide network of approximately 23,701 financial advisors and maintains several affiliated capabilities beyond traditional advisory services.
Kyle C
Series 66
Tyler, TX
Edward Jones
Kyle Childress is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Edward Jones since 2013, with intervals of unemployed or traveling periods and brief employment in employee benefits consulting and at Threlked & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across diverse client types. The firm manages approximately $1.01 trillion in assets under management, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and other investment services through a nationwide network of financial advisors and branch offices.
Jeffrey S
Series 66
Pasadena, MD
Edward Jones
Jeffrey Shapiro is a financial advisor at Edward Jones in Pasadena, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with Spindle Fitness LLC for nine years. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Lane T
Series 63, Series 66
La Vernia, TX
Edward Jones
Lane Talbert is a financial advisor with Edward Jones based in La Vernia, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Daniel G
Series 66
Zachary, LA
Edward Jones
Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Jennifer R
Series 66
Frankfort, IN
Edward Jones
Jennifer Reagan is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 15 years of industry experience, all 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, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.
Chrystian Q
Series 66
Houston, TX
Edward Jones
Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.
Heidi K
Series 66
St Maries, ID
Edward Jones
Heidi Krueger is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked in various roles including controller at Fire Artisan Pizza and positions in excavation and home development. Outside of financial advising, she is involved as a salesperson for Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.
Lauren H
Series 66
League City, TX
Edward Jones
Lauren Houghton is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked 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 and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christina G
Series 63, Series 66
Wheaton, IL
Edward Jones
Christina Gilsinn is a financial advisor at Edward Jones in Wheaton, IL, with 10 years at the firm and five years of industry experience. She holds the Series 63 and Series 66 designations. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Stoni S
Series 63, Series 66
Snyder, TX
Edward Jones
Stoni Stone is a financial advisor with Edward Jones in Snyder, TX, holding Series 63 and Series 66 registrations and having 10 years of industry experience. Stone 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Frank Z
CFP®, Series 66
Monroe, MI
Edward Jones
Frank Zanger is a financial advisor with Edward Jones in Monroe, MI, holding CFP® and Series 66 designations and has six years of industry experience. He previously worked at First Merchants Bank (formerly Monroe Bank and Trust) for eight years before joining Edward Jones in 2019. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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