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Jennifer J

Series 66

Aberdeen, SD

Edward Jones

Jennifer Jones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of South Dakota from 2001 to 2017. 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 strategies and affiliated investment products, and it operates under a fiduciary standard.

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

Series 63

Aberdeen, SD

Edward Jones

William Edwards is a financial advisor at Edward Jones with 45 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1980. Outside of his advisory role, he serves as a director of the Edwards Family Foundation and is involved in managing agricultural operations and family farmland in South Dakota and North Dakota. He is also connected to a streaming platform and investments in film production through family-related entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions with a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

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

Series 66

Aberdeen, SD

Edward Jones

Kylie Vogel is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Northwestern Mutual and has experience assisting children with disabilities through a care provider role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services, 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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Kelly H

CFP®, ChFC®, Series 63, Series 66

Aberdeen, SD

Edward Jones

Kelly Haskell is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Aberdeen, SD, Haskell is also involved as a trustee and partner in family estate plan entities and is a member of Guntrack LLC, an aircraft leasing business. Additionally, Haskell serves on the Investment Policy Committee for the Northern State University Foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Business ownership considerations Business succession planning Family Business Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused Intergenerational Families
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