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Darrell C

Series 66

Blackfoot, ID

Edward Jones

Darrell Call is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years with Bully Dog/Derivesystems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. 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 proprietary mutual funds through a nationwide network of financial advisors and branch offices.

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

Series 66

Blackfoot, ID

Edward Jones

Trey Albertson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual and Timepiece Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Passive / index investing Wealth management Founder/Business Owner Young Professionals HENRY (High Earners, Not Rich Yet)
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Nathan A

Series 66

Blackfoot, ID

Edward Jones

Nathan Anderson is a financial advisor with Edward Jones in Blackfoot, Idaho, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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 through a wide network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Blackfoot, ID

Edward Jones

Michael Anderson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with one year of industry experience. His prior work includes roles in the pharmacy and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Retired Founder/Business Owner Executive
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Michael A

CFP®, Series 63

Blackfoot, ID

Edward Jones

Michael Anderson is a CFP® with 24 years of industry experience and has been with Edward Jones in Blackfoot, ID since 2001. He serves as Vice President of the Snake River Classic Golf Tournament, an annual event that manages tournament funds and sponsorships. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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