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James K

Series 63, Series 66

Bonita Spings, FL

Edward Jones

James Kueper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a commercial rental property in Breese, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Kim H

CFP®, ChFC®, Series 63, Series 65

Bonita Springs, FL

Edward Jones

Kim Hoffman is a financial advisor at Edward Jones in Bonita Springs, FL, holding the CFP® and ChFC® designations with 32 years of industry experience, all with Edward Jones since 1994. She serves as a board member of the Wilson Botanical Gardens in Wilson, NC. 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 under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Matthew G

Series 63, Series 66

Bonita Springs, FL

Edward Jones

Matthew Glenn is a financial advisor with Edward Jones in Clarendon Hills, IL, holding Series 63 and Series 66 designations. He has 32 years of industry experience, all with Edward Jones since 1993. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and maintains affiliated services including a trust company and proprietary mutual funds.

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

CFP®, Series 63

Bonita Springs, FL

Edward Jones

Brian Hansen is a CFP®-designated financial advisor with Edward Jones in Bonita Springs, FL, with 31 years of industry experience. He has been with Edward Jones since 1993. 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 nationwide.

Retirement income strategy Wealth management Business ownership considerations Real estate investing Founder/Business Owner
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