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Morgan W
Series 66
Alliance, NE
Edward Jones
Morgan Wills is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience, including ten years at FNIC prior to joining Edward Jones. 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 variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Richard O
CFP®, Series 63, Series 66
Alliance, NE
Edward Jones
Richard Otto is a CFP® with over 32 years of experience at Edward Jones, where he has worked since 1992. He is based in Alliance, Nebraska, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Otto serves on the board of directors for Immuntrix Therapeutics Inc. and has held leadership positions on the finance committee of Holy Rosary Church and as president of the St. Agnes School Board in Alliance. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Charles O
Series 66
Alliance, NE
Edward Jones
Charles Otto is a financial advisor with Edward Jones in Alliance, NE. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, Otto worked in various roles including at Sandhills Global and Judds Brothers Construction. Outside of his advisory work, he owns and operates a small mowing and yardwork business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a broad network of advisors and branch offices nationwide.
Josephine S
Series 66
Alliance, NE
Edward Jones
Josephine Shelmadine is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. Her prior work includes roles at Boys Town, Creighton University, Box Butte General Hospital, and Alliance High School, as well as running a cleaning services business for ten years. 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 manages over $1 trillion in assets and offers discretionary and non-discretionary advisory strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors.
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