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Sean A

Series 66

Boulder, CO

Edward Jones

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Inheritance planning Founder/Business Owner
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Shakti D

Series 66

Boulder, CO

Edward Jones

Shakti Davis is a financial advisor at Edward Jones in Boulder, CO, with seven years of industry experience. Davis holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, Davis worked in the hospitality and education sectors and has been involved in high school wrestling supervision through the Colorado Wrestling Officials Association, where Davis serves as president overseeing statewide development efforts. 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, managing over $1 trillion in assets with a large nationwide network of financial advisors.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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